+797.9%
WDC vs OPEN
-87.8%
+885.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.1% | +6.9% | +0.5% |
| 7D | -16.7% | -24.7% | +8.0% | -14.6% |
| 30D | -27.2% | -41.0% | +13.8% | -23.7% |
| 3M | -34.0% | -62.4% | +28.4% | -27.9% |
| 6M | -39.7% | -73.9% | +34.1% | -32.0% |
| YTD | +68.1% | -77.5% | +145.6% | +91.7% |
| 1Y | +66.3% | -83.6% | +149.9% | +94.2% |
| 3Y | +754.4% | -37.0% | +791.4% | +659.4% |
| 5Y | +595.8% | -93.3% | +689.1% | +559.7% |
| All | +797.9% | -87.8% | +885.7% | +694.3% |
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