-86.9%
OPEN vs WWD
+343.4%
-430.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | -2.1% |
| 7D | -21.7% | +4.2% | -25.8% | -24.1% |
| 30D | -36.5% | -0.8% | -35.7% | -36.8% |
| 3M | -59.5% | -8.2% | -51.4% | -58.0% |
| 6M | -71.9% | -9.8% | -62.0% | -70.9% |
| YTD | -75.8% | +10.4% | -86.2% | -78.4% |
| 1Y | -78.5% | +25.5% | -104.0% | -82.4% |
| 3Y | -30.2% | +155.8% | -186.0% | -66.1% |
| 5Y | -93.3% | +187.3% | -280.6% | -97.1% |
| All | -86.9% | +343.4% | -430.4% | -94.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling