-72.2%
OPEN vs WWD
+349.8%
-422.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.0% |
| 7D | -2.9% | +0.6% | -3.6% | -3.3% |
| 30D | -13.8% | -5.1% | -8.7% | -11.2% |
| 3M | -30.9% | -11.2% | -19.6% | -26.6% |
| 6M | -40.9% | -12.0% | -28.9% | -37.8% |
| YTD | -48.5% | +12.0% | -60.5% | -54.0% |
| 1Y | -50.9% | +42.8% | -93.7% | -62.7% |
| 3Y | -20.6% | +168.9% | -189.6% | -62.1% |
| 5Y | -84.2% | +192.2% | -276.4% | -93.1% |
| All | -72.2% | +349.8% | -422.0% | -87.4% |
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