+817.9%
WDC vs OPEN
-88.9%
+906.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.6% | -1.4% | -4.6% |
| 7D | +12.1% | -15.0% | +27.1% | +13.9% |
| 30D | -18.8% | -40.2% | +21.4% | -15.1% |
| 3M | -39.3% | -67.4% | +28.1% | -32.8% |
| 6M | -40.1% | -74.0% | +33.9% | -32.3% |
| YTD | +71.8% | -79.6% | +151.4% | +97.8% |
| 1Y | +88.5% | -86.1% | +174.6% | +123.6% |
| 3Y | +770.0% | -41.4% | +811.4% | +678.4% |
| 5Y | +549.0% | -94.9% | +643.9% | +524.9% |
| All | +817.9% | -88.9% | +906.9% | +719.7% |
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