+232.8%
ABBV vs OPEN
-72.1%
+304.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.1% | +0.9% |
| 7D | -4.1% | -2.9% | -1.2% | -4.1% |
| 30D | +1.2% | -13.8% | +15.0% | +1.3% |
| 3M | +12.1% | -30.9% | +43.0% | +12.3% |
| 6M | +12.0% | -40.9% | +53.0% | +12.3% |
| YTD | +12.4% | -48.5% | +61.0% | +12.7% |
| 1Y | +22.9% | -50.9% | +73.8% | +22.9% |
| 3Y | +86.8% | -20.6% | +107.4% | +83.8% |
| 5Y | +181.0% | -84.2% | +265.2% | +175.6% |
| All | +232.8% | -72.1% | +304.9% | +221.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling