+34.7%
ABT vs OPEN
-70.7%
+105.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.4% |
| 7D | -3.7% | -4.3% | +0.6% | -3.5% |
| 30D | +2.5% | -16.2% | +18.7% | +3.0% |
| 3M | +20.2% | -36.4% | +56.5% | +21.7% |
| 6M | -2.9% | -35.5% | +32.5% | -1.9% |
| YTD | -11.9% | -46.0% | +34.0% | -10.7% |
| 1Y | -16.5% | -47.1% | +30.6% | -16.5% |
| 3Y | +12.1% | -19.0% | +31.1% | +6.0% |
| 5Y | -7.4% | -83.6% | +76.2% | -11.3% |
| All | +34.7% | -70.7% | +105.4% | +27.1% |
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