+39.6%
ACN vs OPEN
-86.9%
+126.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.4% |
| 7D | -2.5% | -21.7% | +19.1% | -1.2% |
| 30D | +22.6% | -36.5% | +59.1% | +25.9% |
| 3M | +45.9% | -59.5% | +105.5% | +54.0% |
| 6M | +43.8% | -71.9% | +115.7% | +54.8% |
| YTD | -2.5% | -75.8% | +73.4% | +5.5% |
| 1Y | +6.5% | -78.5% | +85.0% | +15.3% |
| 3Y | -14.2% | -30.2% | +16.0% | -23.9% |
| 5Y | -24.4% | -93.3% | +68.9% | -27.8% |
| All | +39.6% | -86.9% | +126.5% | +25.2% |
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 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