+6.2%
WMT vs OPEN
-56.1%
+62.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.7% | +6.6% | -0.1% |
| 7D | -2.5% | -10.5% | +8.1% | -2.5% |
| 30D | -6.4% | -21.8% | +15.4% | -6.5% |
| 3M | -12.1% | -37.5% | +25.4% | -12.2% |
| 6M | -15.0% | -44.1% | +29.2% | -15.1% |
| YTD | -4.5% | -52.0% | +47.5% | -4.5% |
| 1Y | +6.2% | -52.2% | +58.4% | +5.1% |
| All | +6.2% | -56.1% | +62.3% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling