+37.5%
ACN vs OPEN
-88.9%
+126.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.6% | +3.9% | +0.5% |
| 7D | -3.8% | -15.0% | +11.2% | -2.9% |
| 30D | +16.5% | -40.2% | +56.7% | +20.0% |
| 3M | +41.5% | -67.4% | +108.9% | +51.4% |
| 6M | +60.1% | -74.0% | +134.1% | +73.1% |
| YTD | -3.9% | -79.6% | +75.6% | +4.9% |
| 1Y | +4.1% | -86.1% | +90.2% | +16.1% |
| 3Y | -15.9% | -41.4% | +25.5% | -24.6% |
| 5Y | -26.3% | -94.9% | +68.5% | -28.6% |
| All | +37.5% | -88.9% | +126.4% | +24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling