+130.5%
WM vs OPEN
-70.7%
+201.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.2% |
| 7D | -0.3% | -4.3% | +4.0% | -0.3% |
| 30D | -2.4% | -16.2% | +13.9% | -2.3% |
| 3M | +0.4% | -36.4% | +36.8% | +0.5% |
| 6M | -9.5% | -35.5% | +26.0% | -9.4% |
| YTD | +0.5% | -46.0% | +46.5% | +0.7% |
| 1Y | -1.1% | -47.1% | +46.1% | -1.2% |
| 3Y | +46.0% | -19.0% | +65.1% | +43.9% |
| 5Y | +51.8% | -83.6% | +135.4% | +47.9% |
| All | +130.5% | -70.7% | +201.2% | +113.1% |
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