+37.0%
ABBV vs ACWI
+10.2%
+26.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.2% | -2.4% | +1.1% | -1.2% |
| 30D | +8.0% | -5.2% | +13.2% | +7.8% |
| 3M | +20.2% | -4.8% | +25.0% | +19.9% |
| 6M | +44.0% | -1.3% | +45.3% | +43.4% |
| YTD | +31.3% | +8.4% | +22.9% | +25.7% |
| 1Y | +37.0% | +11.0% | +25.9% | +30.2% |
| All | +37.0% | +10.2% | +26.8% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling