+25.2%
ABT vs OPEN
-35.1%
+60.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.1% | +7.0% | +0.1% |
| 7D | +1.0% | -24.7% | +25.7% | +1.5% |
| 30D | +11.6% | -41.0% | +52.6% | +12.5% |
| 3M | +2.3% | -62.4% | +64.7% | +3.9% |
| 6M | +32.7% | -73.9% | +106.6% | +35.4% |
| YTD | -9.6% | -77.5% | +67.9% | -7.8% |
| 1Y | -10.1% | -83.6% | +73.5% | -7.9% |
| 3Y | +25.2% | -37.0% | +62.2% | +30.0% |
| All | +25.2% | -35.1% | +60.4% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling