-5.9%
ABT vs OPEN
-72.7%
+66.8%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +13.8% | -8.2% | +5.1% |
| 7D | +12.5% | +3.7% | +8.9% | +12.3% |
| 30D | +16.1% | -14.3% | +30.4% | +16.2% |
| 3M | +10.2% | -51.9% | +62.1% | +11.4% |
| 6M | +33.7% | -61.4% | +95.1% | +35.7% |
| YTD | -5.5% | -66.0% | +60.5% | -4.0% |
| 1Y | -5.9% | -71.4% | +65.5% | -4.3% |
| All | -5.9% | -72.7% | +66.8% | -4.3% |
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