+25.4%
WBD vs OPEN
-70.7%
+96.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.5% |
| 7D | -1.8% | -4.3% | +2.4% | -1.3% |
| 30D | +8.8% | -16.2% | +25.0% | +11.1% |
| 3M | +4.6% | -36.4% | +41.0% | +10.1% |
| 6M | +1.1% | -35.5% | +36.5% | +5.3% |
| YTD | -2.0% | -46.0% | +44.0% | +3.7% |
| 1Y | +140.0% | -47.1% | +187.2% | +142.2% |
| 3Y | +144.4% | -19.0% | +163.4% | +99.6% |
| 5Y | -0.2% | -83.6% | +83.4% | -19.3% |
| All | +25.4% | -70.7% | +96.1% | -9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling