-84.2%
OPEN vs GWW
+221.1%
-305.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.6% |
| 7D | -2.9% | -0.5% | -2.4% | -2.5% |
| 30D | -13.8% | -1.4% | -12.4% | -13.0% |
| 3M | -30.9% | -3.6% | -27.2% | -29.5% |
| 6M | -40.9% | +15.1% | -56.1% | -49.8% |
| YTD | -48.5% | +27.5% | -76.0% | -60.4% |
| 1Y | -50.9% | +29.6% | -80.5% | -62.5% |
| 3Y | -20.6% | +90.1% | -110.7% | -61.6% |
| 5Y | -84.2% | +222.6% | -306.8% | -94.6% |
| All | -84.2% | +221.1% | -305.2% | -94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling