+497.0%
ABBV vs ALB
+80.1%
+416.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.7% | +1.1% |
| 7D | -4.1% | -8.6% | +4.5% | -3.5% |
| 30D | +1.2% | -4.0% | +5.2% | +1.4% |
| 3M | +12.1% | -17.4% | +29.5% | +13.4% |
| 6M | +12.0% | -25.4% | +37.4% | +13.8% |
| YTD | +12.4% | -10.5% | +22.9% | +12.2% |
| 1Y | +22.9% | +75.8% | -52.9% | +15.8% |
| 3Y | +86.8% | -28.5% | +115.3% | +84.5% |
| 5Y | +181.0% | -45.1% | +226.1% | +176.6% |
| 10Y | +497.0% | +87.3% | +409.6% | +352.3% |
| All | +497.0% | +80.1% | +416.9% | +352.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ALB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling