+401.9%
WELL vs OPEN
-71.4%
+473.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.5% |
| 7D | -1.3% | +1.0% | -2.3% | -1.3% |
| 30D | +0.5% | -11.9% | +12.4% | +0.8% |
| 3M | +19.1% | -28.8% | +47.8% | +20.0% |
| 6M | +17.0% | -38.6% | +55.6% | +18.1% |
| YTD | +29.2% | -47.3% | +76.5% | +30.9% |
| 1Y | +42.1% | -49.2% | +91.3% | +42.1% |
| 3Y | +204.5% | -18.8% | +223.3% | +185.2% |
| 5Y | +211.0% | -83.6% | +294.6% | +181.6% |
| All | +401.9% | -71.4% | +473.3% | +315.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling