-71.6%
OPEN vs ARWR
+139.9%
-211.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.0% |
| 7D | +1.0% | +2.9% | -1.9% | 0.0% |
| 30D | -11.9% | -2.9% | -9.0% | -10.9% |
| 3M | -28.8% | +15.2% | -44.0% | -33.1% |
| 6M | -38.6% | +42.3% | -80.9% | -47.4% |
| YTD | -47.3% | +28.2% | -75.5% | -53.4% |
| 1Y | -49.2% | +213.2% | -262.4% | -69.1% |
| 3Y | -18.8% | +184.6% | -203.4% | -54.8% |
| 5Y | -83.6% | +29.2% | -112.9% | -88.7% |
| All | -71.6% | +139.9% | -211.5% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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