+417.4%
WDC vs OPEN
-38.6%
+456.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.2% | +5.8% |
| 7D | +1.7% | -4.3% | +6.0% | +2.2% |
| 30D | -10.0% | -16.2% | +6.3% | -8.2% |
| 3M | -18.8% | -36.4% | +17.6% | -15.0% |
| 6M | +79.0% | -35.5% | +114.5% | +86.6% |
| YTD | +171.6% | -46.0% | +217.5% | +186.5% |
| 1Y | +417.4% | -47.1% | +464.5% | +455.1% |
| All | +417.4% | -38.6% | +456.0% | +455.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling