+66.3%
WDC vs OPEN
-80.8%
+147.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.1% | +6.9% | +1.8% |
| 7D | -16.7% | -24.7% | +8.0% | -10.7% |
| 30D | -27.2% | -41.0% | +13.8% | -16.5% |
| 3M | -34.0% | -62.4% | +28.4% | -12.9% |
| 6M | -39.7% | -73.9% | +34.1% | -11.5% |
| YTD | +68.1% | -77.5% | +145.6% | +158.0% |
| 1Y | +66.3% | -83.6% | +149.9% | +170.1% |
| All | +66.3% | -80.8% | +147.2% | +170.1% |
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