-93.6%
OPEN vs ACWI
+54.8%
-148.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | 0.0% | -21.7% | -21.7% |
| 7D | -22.2% | -2.4% | -19.9% | -16.0% |
| 30D | -38.3% | -5.2% | -33.1% | -27.4% |
| 3M | -59.4% | -4.8% | -54.5% | -52.4% |
| 6M | -74.4% | -1.3% | -73.0% | -72.8% |
| YTD | -76.0% | +8.4% | -84.4% | -80.8% |
| 1Y | -78.7% | +11.0% | -89.7% | -83.8% |
| 3Y | -30.0% | +70.6% | -100.6% | -85.4% |
| All | -93.6% | +54.8% | -148.4% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling