+1,118.6%
ABBV vs AMCR
+86.5%
+1,032.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.7% |
| 7D | -4.3% | -1.8% | -2.5% | -4.0% |
| 30D | +1.1% | -6.0% | +7.1% | +2.2% |
| 3M | +12.3% | +18.9% | -6.6% | +8.9% |
| 6M | +9.8% | +5.7% | +4.1% | +8.4% |
| YTD | +11.5% | +11.1% | +0.4% | +8.6% |
| 1Y | +22.3% | +14.4% | +7.8% | +18.5% |
| 3Y | +85.2% | +13.0% | +72.2% | +78.7% |
| 5Y | +170.8% | -7.5% | +178.4% | +169.0% |
| 10Y | +485.4% | +20.1% | +465.3% | +434.9% |
| All | +1,118.6% | +86.5% | +1,032.1% | +1,026.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling