+202.2%
WELL vs OPEN
-42.5%
+244.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.5% | -0.2% |
| 7D | +0.1% | -15.0% | +15.1% | +0.2% |
| 30D | +5.7% | -40.2% | +45.9% | +6.0% |
| 3M | +4.6% | -67.4% | +72.0% | +5.4% |
| 6M | +11.9% | -74.0% | +85.9% | +12.8% |
| YTD | +33.6% | -79.6% | +113.2% | +34.9% |
| 1Y | +29.8% | -86.1% | +115.9% | +31.5% |
| 3Y | +202.2% | -41.4% | +243.5% | +199.7% |
| All | +202.2% | -42.5% | +244.7% | +199.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling