+411.1%
WDC vs OPEN
-50.2%
+461.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +1.3% |
| 7D | +7.5% | -2.9% | +10.4% | +7.8% |
| 30D | +10.1% | -13.8% | +23.9% | +11.8% |
| 3M | -6.8% | -30.9% | +24.1% | -3.1% |
| 6M | +84.1% | -40.9% | +125.1% | +93.6% |
| YTD | +180.3% | -48.5% | +228.8% | +197.5% |
| 1Y | +411.1% | -50.9% | +462.0% | +453.1% |
| All | +411.1% | -50.2% | +461.3% | +453.1% |
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