+240.1%
ABBV vs OPEN
-70.7%
+310.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.1% | -1.4% |
| 7D | +0.4% | -4.3% | +4.6% | +0.4% |
| 30D | +4.2% | -16.2% | +20.4% | +4.3% |
| 3M | +14.8% | -36.4% | +51.2% | +15.1% |
| 6M | +10.3% | -35.5% | +45.7% | +10.5% |
| YTD | +14.9% | -46.0% | +60.9% | +15.2% |
| 1Y | +24.1% | -47.1% | +71.3% | +24.0% |
| 3Y | +91.9% | -19.0% | +111.0% | +88.8% |
| 5Y | +176.0% | -83.6% | +259.6% | +170.6% |
| All | +240.1% | -70.7% | +310.8% | +228.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling