-82.3%
OPEN vs WWD
+25.3%
-107.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | -0.8% |
| 7D | -21.7% | +4.2% | -25.8% | -22.8% |
| 30D | -36.5% | -0.8% | -35.7% | -36.3% |
| 3M | -59.5% | -8.2% | -51.4% | -58.4% |
| 6M | -71.9% | -9.8% | -62.0% | -71.1% |
| YTD | -75.8% | +10.4% | -86.2% | -78.2% |
| All | -82.3% | +25.3% | -107.6% | -84.8% |
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