+992.2%
WDC vs OPEN
-84.0%
+1,076.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +2.4% |
| 7D | +6.0% | +1.0% | +5.0% | +5.8% |
| 30D | +9.9% | -11.9% | +21.8% | +11.3% |
| 3M | -9.4% | -28.8% | +19.4% | -6.3% |
| 6M | +94.7% | -38.6% | +133.3% | +103.9% |
| YTD | +177.3% | -47.3% | +224.6% | +194.4% |
| 1Y | +412.4% | -49.2% | +461.6% | +423.3% |
| 3Y | +1,359.3% | -18.8% | +1,378.1% | +1,153.9% |
| 5Y | +992.2% | -83.6% | +1,075.8% | +874.1% |
| All | +992.2% | -84.0% | +1,076.3% | +874.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling