-84.0%
OPEN vs ARWR
+28.5%
-112.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -4.3% | +1.7% | -5.9% | -4.9% |
| 30D | -16.2% | -0.7% | -15.6% | -16.0% |
| 3M | -36.4% | +14.9% | -51.2% | -40.8% |
| 6M | -35.5% | +32.6% | -68.1% | -44.7% |
| YTD | -46.0% | +30.0% | -76.0% | -53.6% |
| 1Y | -47.1% | +208.4% | -255.5% | -70.6% |
| 3Y | -19.0% | +208.8% | -227.8% | -62.6% |
| All | -84.0% | +28.5% | -112.5% | -89.0% |
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