+590.1%
ABBV vs ACWI
+220.7%
+369.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | +2.8% | -0.2% | +2.9% | +2.8% |
| 30D | +7.0% | -3.3% | +10.2% | +8.9% |
| 3M | +19.2% | -3.4% | +22.6% | +21.4% |
| 6M | +47.8% | +0.8% | +46.9% | +46.0% |
| YTD | +32.5% | +10.7% | +21.8% | +23.3% |
| 1Y | +38.4% | +11.6% | +26.8% | +28.1% |
| 3Y | +134.3% | +73.4% | +60.9% | +61.8% |
| 5Y | +200.6% | +60.2% | +140.5% | +116.7% |
| 10Y | +590.1% | +221.6% | +368.5% | +190.3% |
| All | +590.1% | +220.7% | +369.4% | +190.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling