+872.8%
WDC vs OPEN
-87.3%
+960.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.2% | +4.1% | +7.9% |
| 7D | -3.2% | -31.1% | +27.8% | +0.2% |
| 30D | -19.0% | -34.7% | +15.7% | -16.0% |
| 3M | -28.4% | -61.9% | +33.4% | -21.9% |
| 6M | -39.2% | -71.9% | +32.6% | -31.9% |
| YTD | +82.1% | -76.6% | +158.7% | +106.9% |
| 1Y | +84.7% | -83.9% | +168.6% | +115.9% |
| 3Y | +825.6% | -34.4% | +860.0% | +719.6% |
| 5Y | +608.2% | -93.9% | +702.1% | +572.3% |
| All | +872.8% | -87.3% | +960.1% | +757.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling