+30.3%
ABBV vs OPEN
-83.9%
+114.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | +0.5% |
| 7D | +0.1% | -31.1% | +31.1% | -1.1% |
| 30D | +5.6% | -34.7% | +40.3% | +4.1% |
| 3M | +18.7% | -61.9% | +80.5% | +14.0% |
| 6M | +47.4% | -71.9% | +119.3% | +39.8% |
| YTD | +33.0% | -76.6% | +109.6% | +24.8% |
| All | +30.3% | -83.9% | +114.2% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling