+602.6%
ABBV vs AMC
-98.7%
+701.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.4% |
| 7D | +0.1% | -2.8% | +2.9% | 0.0% |
| 30D | +5.6% | +14.0% | -8.4% | +5.6% |
| 3M | +18.7% | +42.5% | -23.8% | +18.7% |
| 6M | +47.4% | +142.6% | -95.2% | +47.5% |
| YTD | +33.0% | +119.2% | -86.3% | +33.1% |
| 1Y | +34.9% | +40.7% | -5.8% | +35.0% |
| 3Y | +135.2% | -57.3% | +192.5% | +135.2% |
| 5Y | +202.1% | -99.1% | +301.2% | +200.8% |
| 10Y | +602.6% | -98.7% | +701.3% | +626.1% |
| All | +602.6% | -98.7% | +701.3% | +626.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling