+499.9%
ABBV vs ATI
+1,155.5%
-655.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.7% | +5.3% | +2.0% |
| 7D | -2.0% | -2.7% | +0.7% | -1.8% |
| 30D | +2.0% | -13.5% | +15.5% | +3.3% |
| 3M | +14.2% | +8.5% | +5.6% | +12.9% |
| 6M | +14.1% | +25.2% | -11.1% | +10.9% |
| YTD | +14.2% | +73.4% | -59.2% | +7.4% |
| 1Y | +24.2% | +160.5% | -136.3% | +11.9% |
| 3Y | +89.8% | +347.3% | -257.5% | +58.2% |
| 5Y | +187.2% | +1,049.0% | -861.8% | +110.6% |
| All | +499.9% | +1,155.5% | -655.6% | +313.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ATI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling