+423.2%
WELL vs OPEN
-86.9%
+510.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.2% | +0.9% |
| 7D | +3.5% | -21.7% | +25.2% | +4.1% |
| 30D | +9.7% | -36.5% | +46.2% | +10.9% |
| 3M | +4.8% | -59.5% | +64.3% | +7.3% |
| 6M | +16.1% | -71.9% | +87.9% | +19.8% |
| YTD | +34.7% | -75.8% | +110.5% | +39.2% |
| 1Y | +31.9% | -78.5% | +110.4% | +36.5% |
| 3Y | +209.9% | -30.2% | +240.1% | +187.8% |
| 5Y | +226.5% | -93.3% | +319.8% | +201.7% |
| All | +423.2% | -86.9% | +510.1% | +342.4% |
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