-18.8%
OPEN vs GWW
+91.5%
-110.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.1% | -0.7% |
| 7D | +1.0% | -1.5% | +2.5% | +2.0% |
| 30D | -11.9% | +1.1% | -13.0% | -12.8% |
| 3M | -28.8% | -1.0% | -27.8% | -29.1% |
| 6M | -38.6% | +16.3% | -54.9% | -46.9% |
| YTD | -47.3% | +28.5% | -75.9% | -58.1% |
| 1Y | -49.2% | +30.3% | -79.4% | -59.7% |
| 3Y | -18.8% | +91.6% | -110.4% | -60.2% |
| All | -18.8% | +91.5% | -110.2% | -60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling