+130.8%
WMT vs OPEN
-84.0%
+214.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | -0.2% |
| 7D | -0.2% | -2.9% | +2.7% | -0.2% |
| 30D | -5.8% | -13.8% | +8.0% | -5.6% |
| 3M | -10.8% | -30.9% | +20.1% | -10.4% |
| 6M | -14.3% | -40.9% | +26.6% | -13.8% |
| YTD | -4.4% | -48.5% | +44.1% | -3.7% |
| 1Y | +4.3% | -50.9% | +55.2% | +4.3% |
| 3Y | +100.1% | -20.6% | +120.7% | +92.5% |
| 5Y | +130.8% | -84.2% | +215.0% | +118.2% |
| All | +130.8% | -84.0% | +214.8% | +118.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling