+1,350.9%
WDC vs OPEN
-70.7%
+1,421.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.2% | +5.8% |
| 7D | +1.7% | -4.3% | +6.0% | +2.2% |
| 30D | -10.0% | -16.2% | +6.3% | -8.4% |
| 3M | -18.8% | -36.4% | +17.6% | -15.3% |
| 6M | +79.0% | -35.5% | +114.5% | +85.9% |
| YTD | +171.6% | -46.0% | +217.5% | +186.1% |
| 1Y | +417.4% | -47.1% | +464.5% | +425.3% |
| 3Y | +1,251.8% | -19.0% | +1,270.8% | +1,083.0% |
| 5Y | +911.7% | -83.6% | +995.3% | +783.6% |
| All | +1,350.9% | -70.7% | +1,421.6% | +1,085.1% |
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 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