-89.0%
OPEN vs GWW
+418.9%
-507.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.8% | -3.0% |
| 7D | -15.0% | +3.6% | -18.6% | -17.4% |
| 30D | -40.2% | +12.1% | -52.3% | -45.0% |
| 3M | -67.4% | +12.9% | -80.3% | -70.3% |
| 6M | -74.0% | +19.3% | -93.3% | -77.6% |
| YTD | -79.6% | +48.7% | -128.3% | -85.4% |
| 1Y | -86.1% | +60.5% | -146.6% | -90.7% |
| 3Y | -41.4% | +93.3% | -134.6% | -66.8% |
| 5Y | -94.9% | +219.0% | -313.8% | -97.9% |
| All | -89.0% | +418.9% | -507.9% | -96.0% |
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