-83.4%
OPEN vs ACWI
+128.5%
-211.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.8% | -5.8% | +0.9% |
| 7D | -5.8% | -4.0% | -1.8% | +6.2% |
| 30D | -21.1% | -5.8% | -15.3% | -6.4% |
| 3M | -52.4% | -5.0% | -47.4% | -44.4% |
| 6M | -65.8% | +0.7% | -66.5% | -65.7% |
| YTD | -69.3% | +8.4% | -77.7% | -74.9% |
| 1Y | -75.2% | +10.1% | -85.4% | -80.2% |
| 3Y | -14.4% | +70.8% | -85.1% | -78.6% |
| 5Y | -92.0% | +55.4% | -147.4% | -97.0% |
| All | -83.4% | +128.5% | -211.9% | -96.1% |
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