-87.9%
OPEN vs ARWR
+38.1%
-126.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.9% |
| 7D | -24.7% | -17.7% | -7.0% | -19.6% |
| 30D | -41.0% | -21.9% | -19.1% | -35.7% |
| 3M | -62.4% | -44.5% | -17.8% | -53.7% |
| 6M | -73.9% | -32.6% | -41.3% | -70.6% |
| YTD | -77.5% | -26.2% | -51.3% | -75.9% |
| 1Y | -83.6% | +23.0% | -106.5% | -85.8% |
| 3Y | -37.0% | +81.8% | -118.8% | -59.0% |
| 5Y | -93.3% | -36.0% | -57.3% | -94.2% |
| All | -87.9% | +38.1% | -126.0% | -88.4% |
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