-70.8%
OPEN vs ACWI
+142.7%
-213.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -4.3% | +0.5% | -4.8% | -5.5% |
| 30D | -16.2% | +0.9% | -17.1% | -17.8% |
| 3M | -36.4% | +2.4% | -38.8% | -39.6% |
| 6M | -35.5% | +12.4% | -47.8% | -52.9% |
| YTD | -46.0% | +15.2% | -61.1% | -62.9% |
| 1Y | -47.1% | +22.7% | -69.9% | -68.6% |
| 3Y | -19.0% | +75.8% | -94.8% | -81.2% |
| 5Y | -83.6% | +67.7% | -151.3% | -95.0% |
| All | -70.8% | +142.7% | -213.5% | -94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling