-11.8%
ACN vs OPEN
-35.5%
+23.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -21.8% | +20.0% | -0.9% |
| 7D | +0.9% | -22.2% | +23.1% | +1.8% |
| 30D | +33.5% | -38.3% | +71.9% | +35.9% |
| 3M | +53.5% | -59.4% | +112.8% | +58.6% |
| 6M | +52.2% | -74.4% | +126.6% | +59.7% |
| YTD | -0.1% | -76.0% | +75.9% | +4.7% |
| 1Y | +11.0% | -78.7% | +89.7% | +16.5% |
| 3Y | -11.8% | -30.0% | +18.2% | -19.2% |
| All | -11.8% | -35.5% | +23.7% | -19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling