+126.7%
WFC vs OPEN
-84.0%
+210.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.5% |
| 3M | +9.3% | -28.8% | +38.0% | +11.1% |
| 6M | +10.6% | -38.6% | +49.2% | +13.1% |
| YTD | -4.1% | -47.3% | +43.3% | -1.4% |
| 1Y | +13.6% | -49.2% | +62.7% | +14.4% |
| 3Y | +130.7% | -18.8% | +149.5% | +108.5% |
| 5Y | +126.7% | -83.6% | +210.3% | +106.6% |
| All | +126.7% | -84.0% | +210.8% | +106.6% |
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