+485.4%
ABBV vs ACWI
+226.0%
+259.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.7% |
| 7D | -4.3% | +1.1% | -5.4% | -4.9% |
| 30D | +1.1% | -0.2% | +1.3% | +1.2% |
| 3M | +12.3% | +4.7% | +7.6% | +8.9% |
| 6M | +9.8% | +14.5% | -4.7% | +0.5% |
| YTD | +11.5% | +14.6% | -3.2% | +1.8% |
| 1Y | +22.3% | +21.4% | +0.8% | +7.5% |
| 3Y | +85.2% | +77.6% | +7.6% | +26.0% |
| 5Y | +170.8% | +68.1% | +102.7% | +88.8% |
| 10Y | +485.4% | +226.1% | +259.3% | +128.1% |
| All | +485.4% | +226.0% | +259.5% | +128.1% |
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