+1,348.4%
ABBV vs ASX
+1,473.3%
-124.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | -0.1% |
| 7D | +2.8% | -9.1% | +11.9% | +3.4% |
| 30D | +7.0% | -23.6% | +30.5% | +9.2% |
| 3M | +19.2% | -5.6% | +24.9% | +18.7% |
| 6M | +47.8% | +4.7% | +43.1% | +43.3% |
| YTD | +32.5% | +122.6% | -90.1% | +15.5% |
| 1Y | +38.4% | +133.0% | -94.6% | +19.8% |
| 3Y | +134.3% | +367.1% | -232.8% | +78.1% |
| 5Y | +200.6% | +504.7% | -304.1% | +113.0% |
| 10Y | +590.1% | +887.2% | -297.1% | +310.0% |
| All | +1,348.4% | +1,473.3% | -124.9% | +674.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling