+149.7%
WM vs OPEN
-87.0%
+236.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -21.8% | +19.7% | -2.0% |
| 7D | +1.2% | -22.2% | +23.4% | +1.3% |
| 30D | +13.1% | -38.3% | +51.4% | +13.3% |
| 3M | +3.6% | -59.4% | +63.0% | +3.9% |
| 6M | +8.1% | -74.4% | +82.4% | +8.5% |
| YTD | +8.9% | -76.0% | +84.9% | +9.3% |
| 1Y | +20.3% | -78.7% | +99.0% | +20.8% |
| 3Y | +46.2% | -30.0% | +76.2% | +43.5% |
| 5Y | +59.9% | -93.7% | +153.6% | +56.2% |
| All | +149.7% | -87.0% | +236.7% | +131.5% |
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 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