+78.2%
AAPL vs ABBV
+87.0%
-8.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.4% |
| 7D | -3.0% | -4.1% | +1.2% | -2.3% |
| 30D | +2.3% | +1.2% | +1.1% | +2.1% |
| 3M | +8.6% | +12.1% | -3.5% | +7.1% |
| 6M | +21.6% | +12.0% | +9.5% | +19.8% |
| YTD | +16.3% | +12.4% | +3.9% | +14.4% |
| 1Y | +35.1% | +22.9% | +12.1% | +30.4% |
| All | +78.2% | +87.0% | -8.8% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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