+191.8%
WMT vs OPEN
-74.0%
+265.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.7% | +6.6% | 0.0% |
| 7D | -2.5% | -10.5% | +8.1% | -2.3% |
| 30D | -6.4% | -21.8% | +15.4% | -6.1% |
| 3M | -12.1% | -37.5% | +25.4% | -11.6% |
| 6M | -15.0% | -44.1% | +29.2% | -14.4% |
| YTD | -4.5% | -52.0% | +47.5% | -3.7% |
| 1Y | +6.2% | -52.2% | +58.4% | +6.2% |
| 3Y | +99.9% | -25.9% | +125.8% | +92.9% |
| 5Y | +131.4% | -85.1% | +216.5% | +122.7% |
| All | +191.8% | -74.0% | +265.8% | +167.4% |
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