+135.1%
ABBV vs AMC
-59.1%
+194.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.2% |
| 7D | +1.3% | +3.5% | -2.2% | +1.3% |
| 30D | +4.7% | +12.5% | -7.7% | +4.7% |
| 3M | +18.3% | +23.6% | -5.2% | +18.4% |
| 6M | +43.4% | +144.4% | -101.0% | +43.1% |
| YTD | +33.0% | +108.3% | -75.3% | +32.8% |
| 1Y | +30.8% | +38.9% | -8.1% | +31.0% |
| 3Y | +135.1% | -58.9% | +194.0% | +133.1% |
| All | +135.1% | -59.1% | +194.2% | +133.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling