+413.6%
WMB vs OPEN
-70.7%
+484.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +0.6% | -4.3% | +4.8% | +0.7% |
| 30D | +3.3% | -16.2% | +19.5% | +3.6% |
| 3M | +3.1% | -36.4% | +39.5% | +4.0% |
| 6M | -0.7% | -35.5% | +34.7% | 0.0% |
| YTD | +25.2% | -46.0% | +71.1% | +26.3% |
| 1Y | +32.9% | -47.1% | +80.0% | +32.8% |
| 3Y | +140.6% | -19.0% | +159.6% | +129.3% |
| 5Y | +273.5% | -83.6% | +357.0% | +253.9% |
| All | +413.6% | -70.7% | +484.3% | +355.5% |
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