+1,156.2%
ABBV vs ACWI
+331.9%
+824.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +0.4% | +0.5% | -0.1% | 0.0% |
| 30D | +4.2% | +0.9% | +3.3% | +3.5% |
| 3M | +14.8% | +2.4% | +12.4% | +12.5% |
| 6M | +10.3% | +12.4% | -2.1% | +1.2% |
| YTD | +14.9% | +15.2% | -0.3% | +3.5% |
| 1Y | +24.1% | +22.7% | +1.4% | +6.8% |
| 3Y | +91.9% | +75.8% | +16.2% | +26.4% |
| 5Y | +176.0% | +67.7% | +108.3% | +84.9% |
| 10Y | +502.9% | +229.0% | +273.9% | +117.4% |
| All | +1,156.2% | +331.9% | +824.3% | +257.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling