+504.9%
ABBV vs AMCR
+14.6%
+490.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.2% |
| 7D | +0.3% | -6.3% | +6.5% | +1.7% |
| 30D | +3.4% | -7.8% | +11.2% | +5.3% |
| 3M | +15.2% | +7.5% | +7.7% | +13.2% |
| 6M | +14.7% | +2.7% | +12.0% | +13.4% |
| YTD | +15.2% | +6.0% | +9.2% | +12.5% |
| 1Y | +20.4% | +7.8% | +12.6% | +17.0% |
| 3Y | +91.3% | +5.8% | +85.6% | +84.9% |
| 5Y | +189.6% | -11.6% | +201.2% | +189.5% |
| All | +504.9% | +14.6% | +490.2% | +426.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling