-52.2%
OPEN vs GWW
+29.7%
-81.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.2% |
| 7D | -10.5% | -3.1% | -7.4% | -8.4% |
| 30D | -21.8% | -2.3% | -19.4% | -20.6% |
| 3M | -37.5% | -3.3% | -34.2% | -37.0% |
| 6M | -44.1% | +15.4% | -59.5% | -55.1% |
| YTD | -52.0% | +26.7% | -78.7% | -69.0% |
| 1Y | -52.2% | +29.0% | -81.2% | -63.8% |
| All | -52.2% | +29.7% | -81.9% | -63.8% |
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