-84.2%
OPEN vs WWD
+191.3%
-275.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | -2.9% | +0.6% | -3.6% | -3.3% |
| 30D | -13.8% | -5.1% | -8.7% | -10.7% |
| 3M | -30.9% | -11.2% | -19.6% | -25.9% |
| 6M | -40.9% | -12.0% | -28.9% | -37.4% |
| YTD | -48.5% | +12.0% | -60.5% | -55.6% |
| 1Y | -50.9% | +42.8% | -93.7% | -65.6% |
| 3Y | -20.6% | +168.9% | -189.6% | -71.5% |
| 5Y | -84.2% | +192.2% | -276.4% | -95.4% |
| All | -84.2% | +191.3% | -275.5% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling