+200.6%
ABBV vs OPEN
-93.7%
+294.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +0.3% |
| 7D | +2.8% | -24.7% | +27.5% | +2.9% |
| 30D | +7.0% | -41.0% | +47.9% | +7.3% |
| 3M | +19.2% | -62.4% | +81.6% | +20.0% |
| 6M | +47.8% | -73.9% | +121.6% | +49.0% |
| YTD | +32.5% | -77.5% | +110.0% | +33.6% |
| 1Y | +38.4% | -83.6% | +122.0% | +40.0% |
| 3Y | +134.3% | -37.0% | +171.3% | +131.3% |
| 5Y | +200.6% | -93.3% | +293.9% | +191.1% |
| All | +200.6% | -93.7% | +294.4% | +191.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling