+225.8%
WELL vs OPEN
-93.8%
+319.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -21.8% | +21.6% | +0.6% |
| 7D | +4.4% | -22.2% | +26.7% | +5.2% |
| 30D | +10.8% | -38.3% | +49.1% | +12.4% |
| 3M | +4.2% | -59.4% | +63.6% | +7.1% |
| 6M | +14.0% | -74.4% | +88.4% | +18.7% |
| YTD | +33.4% | -76.0% | +109.4% | +38.8% |
| 1Y | +32.4% | -78.7% | +111.1% | +37.9% |
| 3Y | +194.7% | -30.0% | +224.7% | +167.1% |
| All | +225.8% | -93.8% | +319.6% | +205.8% |
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