+132.0%
WMT vs OPEN
-34.1%
+166.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | +0.1% |
| 7D | -2.7% | -31.1% | +28.4% | -2.5% |
| 30D | +11.1% | -34.7% | +45.8% | +11.4% |
| 3M | +11.2% | -61.9% | +73.1% | +11.7% |
| 6M | -1.3% | -71.9% | +70.6% | -0.8% |
| YTD | +13.5% | -76.6% | +90.1% | +14.2% |
| 1Y | +22.5% | -83.9% | +106.4% | +23.7% |
| All | +132.0% | -34.1% | +166.1% | +109.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling