-70.8%
OPEN vs GWW
+360.7%
-431.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | 0.0% |
| 7D | -4.3% | +1.4% | -5.6% | -5.3% |
| 30D | -16.2% | +3.3% | -19.5% | -18.5% |
| 3M | -36.4% | +2.9% | -39.3% | -38.5% |
| 6M | -35.5% | +15.8% | -51.2% | -43.9% |
| YTD | -46.0% | +32.0% | -78.0% | -57.8% |
| 1Y | -47.1% | +29.9% | -77.0% | -58.0% |
| 3Y | -19.0% | +91.1% | -110.1% | -54.2% |
| 5Y | -83.6% | +223.9% | -307.5% | -92.8% |
| All | -70.8% | +360.7% | -431.5% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling