+128.0%
ABBV vs ASX
+324.2%
-196.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.4% | -5.4% | +1.2% |
| 7D | -1.2% | -19.9% | +18.7% | -1.7% |
| 30D | +8.0% | -30.9% | +38.9% | +7.1% |
| 3M | +20.2% | -15.1% | +35.3% | +19.8% |
| 6M | +44.0% | -6.5% | +50.4% | +43.2% |
| YTD | +31.3% | +98.4% | -67.1% | +28.5% |
| 1Y | +37.0% | +107.9% | -70.9% | +33.9% |
| 3Y | +128.0% | +325.3% | -197.3% | +112.5% |
| All | +128.0% | +324.2% | -196.3% | +112.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling