+59.8%
ABBV vs AHR
+356.1%
-296.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | +0.3% | -2.1% | +2.3% | +0.6% |
| 30D | +3.4% | +1.9% | +1.5% | +3.0% |
| 3M | +15.2% | +15.7% | -0.5% | +12.5% |
| 6M | +14.7% | +2.5% | +12.2% | +13.9% |
| YTD | +15.2% | +15.0% | +0.2% | +12.3% |
| 1Y | +20.4% | +28.1% | -7.7% | +14.8% |
| All | +59.8% | +356.1% | -296.3% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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