+225.9%
WELL vs OPEN
-94.8%
+320.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.5% | -0.1% |
| 7D | +0.1% | -15.0% | +15.1% | +0.7% |
| 30D | +5.7% | -40.2% | +45.9% | +7.3% |
| 3M | +4.6% | -67.4% | +72.0% | +8.4% |
| 6M | +11.9% | -74.0% | +85.9% | +16.5% |
| YTD | +33.6% | -79.6% | +113.2% | +39.8% |
| 1Y | +29.8% | -86.1% | +115.9% | +37.6% |
| 3Y | +202.2% | -41.4% | +243.5% | +174.8% |
| All | +225.9% | -94.8% | +320.8% | +251.5% |
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