+29.6%
WELL vs OPEN
-85.5%
+115.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.5% | +8.5% | -1.0% |
| 7D | +0.1% | -31.0% | +31.1% | -0.1% |
| 30D | +6.8% | -41.5% | +48.3% | +6.2% |
| 3M | +6.7% | -64.6% | +71.3% | +5.0% |
| 6M | +13.8% | -73.8% | +87.6% | +11.1% |
| YTD | +33.8% | -78.8% | +112.7% | +30.9% |
| 1Y | +29.6% | -86.8% | +116.4% | +29.2% |
| All | +29.6% | -85.5% | +115.1% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling