-71.4%
OPEN vs WWD
+27.2%
-98.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -1.9% | +15.7% | +14.5% |
| 7D | +3.7% | +7.3% | -3.7% | +0.6% |
| 30D | -14.3% | -2.0% | -12.3% | -13.9% |
| 3M | -51.9% | -12.6% | -39.4% | -49.5% |
| 6M | -61.4% | -8.4% | -53.0% | -60.7% |
| YTD | -66.0% | +8.2% | -74.3% | -69.7% |
| 1Y | -71.4% | +26.5% | -97.9% | -76.8% |
| All | -71.4% | +27.2% | -98.6% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling