+85.2%
ABBV vs BB
+68.2%
+17.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.2% | -3.0% |
| 7D | -4.3% | +0.5% | -4.8% | -4.3% |
| 30D | +1.1% | -12.4% | +13.5% | +1.2% |
| 3M | +12.3% | -15.3% | +27.6% | +12.1% |
| 6M | +9.8% | +128.8% | -119.0% | +8.3% |
| YTD | +11.5% | +107.7% | -96.2% | +10.1% |
| 1Y | +22.3% | +103.9% | -81.6% | +20.4% |
| 3Y | +85.2% | +72.6% | +12.6% | +82.9% |
| All | +85.2% | +68.2% | +17.0% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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