+347.1%
WMB vs OPEN
-87.0%
+434.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -21.8% | +21.5% | +0.2% |
| 7D | -13.8% | -22.2% | +8.4% | -13.5% |
| 30D | -10.3% | -38.3% | +28.0% | -9.6% |
| 3M | -10.1% | -59.4% | +49.3% | -8.5% |
| 6M | -11.8% | -74.4% | +62.5% | -9.5% |
| YTD | +8.9% | -76.0% | +84.9% | +11.7% |
| 1Y | +14.0% | -78.7% | +92.6% | +17.0% |
| 3Y | +100.5% | -30.0% | +130.5% | +89.4% |
| 5Y | +179.5% | -93.7% | +273.2% | +169.7% |
| All | +347.1% | -87.0% | +434.1% | +302.6% |
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