+85.2%
ABBV vs AG
+272.3%
-187.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -1.9% | -3.0% |
| 7D | -4.3% | +4.5% | -8.8% | -4.3% |
| 30D | +1.1% | +12.9% | -11.7% | +1.0% |
| 3M | +12.3% | +20.9% | -8.6% | +12.2% |
| 6M | +9.8% | -19.5% | +29.3% | +10.0% |
| YTD | +11.5% | +24.8% | -13.3% | +11.0% |
| 1Y | +22.3% | +120.2% | -98.0% | +20.3% |
| 3Y | +85.2% | +279.0% | -193.8% | +80.6% |
| All | +85.2% | +272.3% | -187.1% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 3y: compounded portfolio wealth divided by compounded AG 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…
3y analysis · Full analysis span regression · 6 months rolling