+719.0%
WDC vs OPEN
-87.0%
+806.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -21.8% | +20.3% | +0.7% |
| 7D | -28.0% | -22.2% | -5.7% | -26.4% |
| 30D | -34.9% | -38.3% | +3.4% | -32.1% |
| 3M | -41.6% | -59.4% | +17.8% | -36.6% |
| 6M | -45.4% | -74.4% | +29.0% | -38.3% |
| YTD | +53.3% | -76.0% | +129.3% | +73.8% |
| 1Y | +61.5% | -78.7% | +140.2% | +84.3% |
| 3Y | +712.3% | -30.0% | +742.3% | +613.7% |
| 5Y | +524.2% | -93.7% | +618.0% | +490.1% |
| All | +719.0% | -87.0% | +806.0% | +619.9% |
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