-49.2%
OPEN vs WWD
+40.3%
-89.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -1.7% |
| 7D | +1.0% | +0.8% | +0.2% | +0.7% |
| 30D | -11.9% | -6.4% | -5.5% | -9.5% |
| 3M | -28.8% | -5.6% | -23.2% | -27.9% |
| 6M | -38.6% | -9.1% | -29.5% | -37.6% |
| YTD | -47.3% | +12.5% | -59.9% | -53.8% |
| 1Y | -49.2% | +41.3% | -90.5% | -60.5% |
| All | -49.2% | +40.3% | -89.5% | -60.5% |
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