+499.9%
ABBV vs AMC
-99.0%
+598.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.7% | +1.6% |
| 7D | -2.0% | -7.1% | +5.1% | -2.0% |
| 30D | +2.0% | -1.7% | +3.6% | +2.0% |
| 3M | +14.2% | +13.5% | +0.7% | +14.2% |
| 6M | +14.1% | +112.6% | -98.5% | +14.1% |
| YTD | +14.2% | +51.3% | -37.0% | +14.3% |
| 1Y | +24.2% | -14.5% | +38.7% | +24.3% |
| 3Y | +89.8% | -67.1% | +156.9% | +89.8% |
| 5Y | +187.2% | -99.5% | +286.7% | +186.0% |
| All | +499.9% | -99.0% | +598.9% | +513.3% |
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