+253.5%
WMT vs OPEN
-88.9%
+342.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.6% | +5.1% | +1.6% |
| 7D | +2.0% | -15.0% | +17.0% | +2.3% |
| 30D | +10.3% | -40.2% | +50.5% | +11.1% |
| 3M | +11.0% | -67.4% | +78.4% | +12.8% |
| 6M | -2.3% | -74.0% | +71.7% | -0.6% |
| YTD | +15.7% | -79.6% | +95.3% | +18.1% |
| 1Y | +26.0% | -86.1% | +112.1% | +29.4% |
| 3Y | +136.5% | -41.4% | +177.9% | +127.6% |
| 5Y | +176.8% | -94.9% | +271.7% | +170.9% |
| All | +253.5% | -88.9% | +342.5% | +227.9% |
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 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