+246.9%
WMT vs OPEN
-87.3%
+334.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | 0.0% |
| 7D | -2.7% | -31.1% | +28.4% | -2.2% |
| 30D | +11.1% | -34.7% | +45.8% | +11.8% |
| 3M | +11.2% | -61.9% | +73.1% | +12.8% |
| 6M | -1.3% | -71.9% | +70.6% | +0.4% |
| YTD | +13.5% | -76.6% | +90.1% | +15.6% |
| 1Y | +22.5% | -83.9% | +106.4% | +25.6% |
| 3Y | +134.1% | -34.4% | +168.5% | +125.0% |
| 5Y | +170.3% | -93.9% | +264.2% | +163.8% |
| All | +246.9% | -87.3% | +334.2% | +221.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling