+238.6%
ABBV vs ACI
+17.4%
+221.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.7% |
| 7D | -2.0% | -7.1% | +5.1% | -1.6% |
| 30D | +2.0% | -4.5% | +6.5% | +2.2% |
| 3M | +14.2% | -22.3% | +36.4% | +15.5% |
| 6M | +14.1% | -28.4% | +42.5% | +15.8% |
| YTD | +14.2% | -29.5% | +43.8% | +16.1% |
| 1Y | +24.2% | -34.2% | +58.5% | +26.7% |
| 3Y | +89.8% | -45.7% | +135.5% | +95.2% |
| 5Y | +187.2% | -40.8% | +228.0% | +193.3% |
| All | +238.6% | +17.4% | +221.2% | +246.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling