+267.3%
WFC vs OPEN
-71.4%
+338.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.3% | -2.1% |
| 7D | +1.1% | +1.0% | +0.1% | +1.0% |
| 30D | +0.8% | -11.9% | +12.7% | +1.4% |
| 3M | +9.3% | -28.8% | +38.0% | +10.9% |
| 6M | +10.6% | -38.6% | +49.2% | +12.8% |
| YTD | -4.1% | -47.3% | +43.3% | -1.7% |
| 1Y | +13.6% | -49.2% | +62.7% | +14.3% |
| 3Y | +130.7% | -18.8% | +149.5% | +111.5% |
| 5Y | +126.7% | -83.6% | +210.3% | +104.4% |
| All | +267.3% | -71.4% | +338.8% | +190.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling