-30.0%
OPEN vs ABCL
+156.0%
-186.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +6.7% | -28.5% | -25.0% |
| 7D | -22.2% | -3.2% | -19.0% | -22.3% |
| 30D | -38.3% | -7.4% | -30.9% | -37.6% |
| 3M | -59.4% | +81.9% | -141.3% | -73.2% |
| 6M | -74.4% | +135.7% | -210.1% | -86.5% |
| YTD | -76.0% | +247.4% | -323.4% | -90.7% |
| 1Y | -78.7% | +162.3% | -240.9% | -90.0% |
| 3Y | -30.0% | +165.5% | -195.5% | -67.2% |
| All | -30.0% | +156.0% | -186.0% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 ABCL 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