+148.4%
WBD vs OPEN
-19.6%
+168.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +6.5% |
| 3M | +6.2% | -28.8% | +35.0% | +9.9% |
| 6M | +0.6% | -38.6% | +39.2% | +5.3% |
| YTD | -2.4% | -47.3% | +44.9% | +3.3% |
| 1Y | +127.7% | -49.2% | +176.9% | +129.2% |
| 3Y | +148.4% | -18.8% | +167.2% | +95.8% |
| All | +148.4% | -19.6% | +168.0% | +95.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling