+170.8%
ABBV vs OPEN
-84.0%
+254.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -3.0% |
| 7D | -4.3% | +1.0% | -5.3% | -4.3% |
| 30D | +1.1% | -11.9% | +13.0% | +1.2% |
| 3M | +12.3% | -28.8% | +41.1% | +12.5% |
| 6M | +9.8% | -38.6% | +48.4% | +10.0% |
| YTD | +11.5% | -47.3% | +58.8% | +11.8% |
| 1Y | +22.3% | -49.2% | +71.4% | +22.1% |
| 3Y | +85.2% | -18.8% | +103.9% | +81.9% |
| 5Y | +170.8% | -83.6% | +254.5% | +152.0% |
| All | +170.8% | -84.0% | +254.9% | +152.0% |
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 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