+25.2%
WBD vs OPEN
-74.0%
+99.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.7% | +7.7% | +1.9% |
| 7D | -0.6% | -10.5% | +9.9% | +0.8% |
| 30D | +4.2% | -21.8% | +26.0% | +7.4% |
| 3M | +7.5% | -37.5% | +45.0% | +13.4% |
| 6M | +1.6% | -44.1% | +45.7% | +7.9% |
| YTD | -2.2% | -52.0% | +49.8% | +5.1% |
| 1Y | +124.9% | -52.2% | +177.1% | +130.3% |
| 3Y | +149.1% | -25.9% | +175.0% | +105.8% |
| 5Y | +7.8% | -85.1% | +92.9% | -11.5% |
| All | +25.2% | -74.0% | +99.2% | -8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling