+212.9%
WELL vs OPEN
-83.7%
+296.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.1% |
| 7D | -0.8% | -4.3% | +3.5% | -0.7% |
| 30D | -0.1% | -16.2% | +16.1% | +0.4% |
| 3M | +18.0% | -36.4% | +54.4% | +19.5% |
| 6M | +15.0% | -35.5% | +50.4% | +16.1% |
| YTD | +28.6% | -46.0% | +74.6% | +30.4% |
| 1Y | +42.9% | -47.1% | +90.1% | +42.5% |
| 3Y | +203.0% | -19.0% | +222.0% | +181.0% |
| All | +212.9% | -83.7% | +296.6% | +173.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling