-47.1%
OPEN vs WWD
+41.9%
-89.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | +0.2% |
| 7D | -4.3% | +1.3% | -5.5% | -4.8% |
| 30D | -16.2% | -7.2% | -9.1% | -13.6% |
| 3M | -36.4% | -3.8% | -32.5% | -36.1% |
| 6M | -35.5% | -9.9% | -25.5% | -33.8% |
| YTD | -46.0% | +14.8% | -60.8% | -52.9% |
| 1Y | -47.1% | +42.1% | -89.2% | -59.2% |
| All | -47.1% | +41.9% | -89.0% | -59.2% |
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