-87.0%
OPEN vs WWD
+322.7%
-409.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +3.4% | -25.2% | -23.8% |
| 7D | -22.2% | +4.2% | -26.4% | -24.7% |
| 30D | -38.3% | -2.1% | -36.2% | -38.2% |
| 3M | -59.4% | -13.2% | -46.2% | -56.3% |
| 6M | -74.4% | -16.9% | -57.5% | -72.1% |
| YTD | -76.0% | +5.2% | -81.2% | -78.0% |
| 1Y | -78.7% | +20.6% | -99.2% | -82.1% |
| 3Y | -30.0% | +146.3% | -176.3% | -65.2% |
| 5Y | -93.7% | +171.3% | -265.1% | -97.2% |
| All | -87.0% | +322.7% | -409.7% | -94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling