+37.4%
WBD vs OPEN
-78.5%
+115.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.5% | -75.3% | +114.8% | +46.4% |
| 7D | +39.5% | -75.3% | +114.8% | +46.4% |
| 30D | +39.5% | -75.3% | +114.8% | +46.4% |
| 3M | +39.5% | -75.3% | +114.8% | +46.4% |
| 6M | +39.5% | -75.3% | +114.8% | +46.4% |
| YTD | +39.5% | -75.3% | +114.8% | +46.4% |
| 1Y | +63.0% | -71.5% | +134.5% | +65.7% |
| 3Y | +206.7% | -12.5% | +219.2% | +123.1% |
| 5Y | +18.4% | -88.0% | +106.3% | -10.3% |
| All | +37.4% | -78.5% | +115.9% | -7.6% |
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