+181.0%
ABBV vs AVTR
-64.4%
+245.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | -4.1% | +1.6% | -5.7% | -4.3% |
| 30D | +1.2% | +8.4% | -7.2% | +0.2% |
| 3M | +12.1% | +50.2% | -38.1% | +6.5% |
| 6M | +12.0% | +82.6% | -70.6% | +3.6% |
| YTD | +12.4% | +29.8% | -17.4% | +8.1% |
| 1Y | +22.9% | +16.0% | +7.0% | +18.9% |
| 3Y | +86.8% | -26.4% | +113.2% | +89.8% |
| 5Y | +181.0% | -64.5% | +245.5% | +207.0% |
| All | +181.0% | -64.4% | +245.5% | +207.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 5y: compounded portfolio wealth divided by compounded AVTR 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…
5y analysis · Full analysis span regression · 6 months rolling