+363.6%
WMB vs OPEN
-86.9%
+450.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.7% |
| 7D | -6.7% | -21.7% | +15.0% | -6.3% |
| 30D | -8.6% | -36.5% | +27.9% | -7.9% |
| 3M | -4.9% | -59.5% | +54.6% | -3.3% |
| 6M | -6.3% | -71.9% | +65.6% | -4.1% |
| YTD | +13.0% | -75.8% | +88.8% | +15.8% |
| 1Y | +14.9% | -78.5% | +93.4% | +17.9% |
| 3Y | +113.4% | -30.2% | +143.6% | +101.7% |
| 5Y | +190.2% | -93.3% | +283.4% | +179.7% |
| All | +363.6% | -86.9% | +450.5% | +317.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling