-94.7%
OPEN vs GWW
+224.0%
-318.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +1.1% | -10.6% | -10.5% |
| 7D | -31.0% | +3.7% | -34.7% | -33.3% |
| 30D | -41.5% | +13.6% | -55.1% | -47.6% |
| 3M | -64.6% | +15.4% | -80.0% | -68.9% |
| 6M | -73.8% | +21.8% | -95.6% | -78.5% |
| YTD | -78.8% | +50.0% | -128.9% | -86.0% |
| 1Y | -86.8% | +60.2% | -147.0% | -91.9% |
| 3Y | -40.6% | +94.4% | -135.0% | -71.6% |
| 5Y | -94.7% | +221.8% | -316.5% | -98.5% |
| All | -94.7% | +224.0% | -318.7% | -98.5% |
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