+139.3%
WFC vs OPEN
-12.5%
+151.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.8% |
| 7D | +3.8% | -4.3% | +8.0% | +4.0% |
| 30D | +1.5% | -16.2% | +17.7% | +2.1% |
| 3M | +10.9% | -36.4% | +47.2% | +12.6% |
| 6M | +8.4% | -35.5% | +43.9% | +9.9% |
| YTD | -1.9% | -46.0% | +44.1% | 0.0% |
| 1Y | +12.3% | -47.1% | +59.5% | +13.0% |
| All | +139.3% | -12.5% | +151.8% | +124.0% |
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