-70.8%
OPEN vs WY
+32.0%
-102.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.3% |
| 7D | -4.3% | -1.7% | -2.5% | -2.3% |
| 30D | -16.2% | -10.1% | -6.1% | -5.0% |
| 3M | -36.4% | -5.1% | -31.2% | -34.1% |
| 6M | -35.5% | -4.8% | -30.7% | -34.3% |
| YTD | -46.0% | -0.2% | -45.7% | -48.2% |
| 1Y | -47.1% | -6.6% | -40.5% | -45.5% |
| 3Y | -19.0% | -22.7% | +3.7% | +9.4% |
| 5Y | -83.6% | -22.2% | -61.4% | -74.6% |
| All | -70.8% | +32.0% | -102.9% | -62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling