-93.6%
OPEN vs ARWR
-28.9%
-64.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.2% | -23.0% | -22.3% |
| 7D | -22.2% | -2.9% | -19.3% | -21.1% |
| 30D | -38.3% | -5.4% | -32.9% | -36.8% |
| 3M | -59.4% | -32.2% | -27.1% | -52.1% |
| 6M | -74.4% | -26.5% | -47.8% | -71.4% |
| YTD | -76.0% | -12.4% | -63.6% | -75.7% |
| 1Y | -78.7% | +46.9% | -125.5% | -83.5% |
| 3Y | -30.0% | +116.0% | -146.0% | -62.6% |
| All | -93.6% | -28.9% | -64.7% | -94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling