+22.9%
ABBV vs ASX
+275.6%
-252.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.7% | +1.1% |
| 7D | -4.1% | +11.1% | -15.2% | -3.3% |
| 30D | +1.2% | +9.6% | -8.4% | +2.0% |
| 3M | +12.1% | +18.6% | -6.5% | +13.7% |
| 6M | +12.0% | +92.1% | -80.1% | +15.2% |
| YTD | +12.4% | +158.5% | -146.1% | +18.9% |
| 1Y | +22.9% | +271.9% | -248.9% | +36.7% |
| All | +22.9% | +275.6% | -252.6% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling