-71.4%
OPEN vs GWW
+55.5%
-126.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +6.5% | +7.3% | +11.1% |
| 7D | +3.7% | +11.1% | -7.4% | +0.1% |
| 30D | -14.3% | +15.7% | -30.0% | -18.2% |
| 3M | -51.9% | +14.8% | -66.7% | -54.1% |
| 6M | -61.4% | +30.9% | -92.3% | -66.0% |
| YTD | -66.0% | +48.5% | -114.5% | -72.1% |
| 1Y | -71.4% | +57.1% | -128.5% | -75.9% |
| All | -71.4% | +55.5% | -126.9% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling