-83.8%
OPEN vs WY
-20.1%
-63.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -0.6% |
| 7D | +1.0% | -2.1% | +3.0% | +3.9% |
| 30D | -11.9% | -10.5% | -1.4% | +2.8% |
| 3M | -28.8% | -4.9% | -23.9% | -26.3% |
| 6M | -38.6% | -4.9% | -33.7% | -37.6% |
| YTD | -47.3% | -1.7% | -45.7% | -49.6% |
| 1Y | -49.2% | -9.4% | -39.8% | -45.7% |
| 3Y | -18.8% | -22.3% | +3.5% | +12.5% |
| All | -83.8% | -20.1% | -63.7% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling