+150.9%
WM vs OPEN
-87.8%
+238.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.1% | +7.4% | +0.4% |
| 7D | +1.2% | -24.7% | +25.9% | +1.3% |
| 30D | +13.7% | -41.0% | +54.7% | +13.9% |
| 3M | +5.2% | -62.4% | +67.6% | +5.5% |
| 6M | +11.2% | -73.9% | +85.0% | +11.6% |
| YTD | +9.4% | -77.5% | +87.0% | +9.9% |
| 1Y | +20.4% | -83.6% | +104.0% | +21.1% |
| 3Y | +44.7% | -37.0% | +81.7% | +42.1% |
| 5Y | +58.5% | -93.3% | +151.8% | +54.9% |
| All | +150.9% | -87.8% | +238.7% | +132.7% |
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