+90.9%
ABBV vs A
+33.0%
+57.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | +0.4% | -1.9% | +2.3% | +0.8% |
| 30D | +4.2% | +6.9% | -2.7% | +2.6% |
| 3M | +14.8% | +9.2% | +5.6% | +12.4% |
| 6M | +10.3% | +25.7% | -15.4% | +4.2% |
| YTD | +14.9% | +11.5% | +3.4% | +11.6% |
| 1Y | +24.1% | +18.4% | +5.8% | +18.6% |
| All | +90.9% | +33.0% | +57.8% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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