+260.3%
WFC vs OPEN
-87.8%
+348.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.1% | +7.4% | +0.7% |
| 7D | +0.9% | -24.7% | +25.6% | +2.2% |
| 30D | +3.3% | -41.0% | +44.2% | +5.8% |
| 3M | -1.4% | -62.4% | +60.9% | +3.2% |
| 6M | +14.7% | -73.9% | +88.6% | +22.0% |
| YTD | -5.9% | -77.5% | +71.6% | +0.4% |
| 1Y | +1.8% | -83.6% | +85.4% | +10.1% |
| 3Y | +124.9% | -37.0% | +161.9% | +107.5% |
| 5Y | +92.7% | -93.3% | +186.0% | +81.0% |
| All | +260.3% | -87.8% | +348.1% | +196.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling