-4.3%
ACN vs OPEN
-72.1%
+67.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.7% |
| 7D | -6.3% | -2.9% | -3.4% | -6.1% |
| 30D | -1.4% | -13.8% | +12.4% | -0.5% |
| 3M | +2.6% | -30.9% | +33.4% | +4.7% |
| 6M | -14.3% | -40.9% | +26.6% | -11.9% |
| YTD | -33.1% | -48.5% | +15.4% | -30.9% |
| 1Y | -28.8% | -50.9% | +22.1% | -28.1% |
| 3Y | -43.0% | -20.6% | -22.3% | -49.1% |
| 5Y | -44.0% | -84.2% | +40.1% | -49.2% |
| All | -4.3% | -72.1% | +67.8% | -18.0% |
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