+35.8%
ABT vs OPEN
-88.9%
+124.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.6% | +4.8% | +1.3% |
| 7D | -1.3% | -15.0% | +13.7% | -0.8% |
| 30D | +6.0% | -40.2% | +46.2% | +7.7% |
| 3M | -1.9% | -67.4% | +65.5% | +1.6% |
| 6M | +31.2% | -74.0% | +105.2% | +36.5% |
| YTD | -11.2% | -79.6% | +68.4% | -7.2% |
| 1Y | -14.0% | -86.1% | +72.1% | -9.0% |
| 3Y | +20.7% | -41.4% | +62.0% | +14.0% |
| 5Y | -6.7% | -94.9% | +88.2% | -7.1% |
| All | +35.8% | -88.9% | +124.7% | +32.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling