+380.9%
WMB vs OPEN
-87.3%
+468.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.2% | -2.0% | +2.1% |
| 7D | +1.6% | -31.1% | +32.6% | +2.2% |
| 30D | -7.1% | -34.7% | +27.6% | -6.4% |
| 3M | -4.0% | -61.9% | +57.9% | -2.2% |
| 6M | -5.7% | -71.9% | +66.1% | -3.5% |
| YTD | +17.2% | -76.6% | +93.8% | +20.2% |
| 1Y | +17.2% | -83.9% | +101.1% | +21.2% |
| 3Y | +121.1% | -34.4% | +155.4% | +109.3% |
| 5Y | +197.2% | -93.9% | +291.1% | +187.1% |
| All | +380.9% | -87.3% | +468.2% | +333.2% |
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 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