+1,381.9%
WDC vs OPEN
-71.4%
+1,453.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.7% | +2.4% |
| 7D | +6.0% | +1.0% | +5.0% | +5.9% |
| 30D | +9.9% | -11.9% | +21.8% | +11.2% |
| 3M | -9.4% | -28.8% | +19.4% | -6.6% |
| 6M | +94.7% | -38.6% | +133.3% | +103.1% |
| YTD | +177.4% | -47.3% | +224.7% | +192.9% |
| 1Y | +412.6% | -49.2% | +461.8% | +422.9% |
| 3Y | +1,359.8% | -18.8% | +1,378.6% | +1,176.5% |
| 5Y | +992.6% | -83.6% | +1,076.2% | +855.8% |
| All | +1,381.9% | -71.4% | +1,453.4% | +1,113.4% |
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