+94.0%
WFC vs OPEN
-93.7%
+187.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.8% |
| 7D | +0.1% | -21.7% | +21.8% | +1.4% |
| 30D | +2.9% | -36.5% | +39.4% | +5.4% |
| 3M | -1.4% | -59.5% | +58.1% | +3.5% |
| 6M | +14.3% | -71.9% | +86.2% | +22.3% |
| YTD | -6.2% | -75.8% | +69.6% | +0.7% |
| 1Y | +1.6% | -78.5% | +80.1% | +9.3% |
| 3Y | +126.9% | -30.2% | +157.1% | +102.8% |
| 5Y | +94.0% | -93.3% | +187.2% | +89.6% |
| All | +94.0% | -93.7% | +187.6% | +89.6% |
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