+134.3%
ABBV vs OPEN
-35.1%
+169.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +0.3% |
| 7D | +2.8% | -24.7% | +27.5% | +3.0% |
| 30D | +7.0% | -41.0% | +47.9% | +7.5% |
| 3M | +19.2% | -62.4% | +81.6% | +20.4% |
| 6M | +47.8% | -73.9% | +121.6% | +49.7% |
| YTD | +32.5% | -77.5% | +110.0% | +34.3% |
| 1Y | +38.4% | -83.6% | +122.0% | +41.0% |
| 3Y | +134.3% | -37.0% | +171.3% | +135.9% |
| All | +134.3% | -35.1% | +169.5% | +135.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling