+293.6%
ABBV vs OPEN
-87.3%
+380.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | +0.3% |
| 7D | +0.1% | -31.1% | +31.1% | +0.3% |
| 30D | +5.6% | -34.7% | +40.3% | +5.8% |
| 3M | +18.7% | -61.9% | +80.5% | +19.3% |
| 6M | +47.4% | -71.9% | +119.3% | +48.4% |
| YTD | +33.0% | -76.6% | +109.6% | +33.9% |
| 1Y | +34.9% | -83.9% | +118.8% | +36.4% |
| 3Y | +135.2% | -34.4% | +169.5% | +132.6% |
| 5Y | +202.1% | -93.9% | +296.0% | +198.1% |
| All | +293.6% | -87.3% | +380.9% | +281.3% |
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