+24.9%
WBD vs OPEN
-71.4%
+96.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | -0.1% |
| 7D | -0.7% | +1.0% | -1.7% | -0.8% |
| 30D | +5.0% | -11.9% | +16.9% | +6.6% |
| 3M | +6.2% | -28.8% | +35.0% | +10.1% |
| 6M | +0.6% | -38.6% | +39.2% | +5.6% |
| YTD | -2.4% | -47.3% | +44.9% | +3.6% |
| 1Y | +127.7% | -49.2% | +176.9% | +131.3% |
| 3Y | +148.4% | -18.8% | +167.2% | +102.7% |
| 5Y | +4.2% | -83.6% | +87.8% | -15.5% |
| All | +24.9% | -71.4% | +96.3% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded OPEN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling