+1.7%
ACN vs OPEN
-70.7%
+72.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -4.0% | -3.4% |
| 7D | -1.5% | -4.3% | +2.7% | -1.3% |
| 30D | +9.4% | -16.2% | +25.6% | +10.5% |
| 3M | +5.6% | -36.4% | +42.0% | +8.4% |
| 6M | -9.3% | -35.5% | +26.2% | -7.3% |
| YTD | -29.0% | -46.0% | +17.0% | -26.8% |
| 1Y | -24.7% | -47.1% | +22.5% | -24.4% |
| 3Y | -39.8% | -19.0% | -20.8% | -46.3% |
| 5Y | -40.9% | -83.6% | +42.7% | -46.6% |
| All | +1.7% | -70.7% | +72.4% | -13.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling