+91.3%
ABBV vs AZO
+10.0%
+81.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +0.3% | -3.6% | +3.8% | +1.0% |
| 30D | +3.4% | -5.6% | +8.9% | +4.6% |
| 3M | +15.2% | -6.6% | +21.9% | +16.6% |
| 6M | +14.7% | -22.5% | +37.2% | +20.5% |
| YTD | +15.2% | -15.2% | +30.4% | +18.6% |
| 1Y | +20.4% | -33.9% | +54.3% | +30.0% |
| 3Y | +91.3% | +11.8% | +79.5% | +88.5% |
| All | +91.3% | +10.0% | +81.3% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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