+181.0%
ABBV vs BB
-25.5%
+206.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +0.9% |
| 7D | -4.1% | +1.8% | -6.0% | -4.1% |
| 30D | +1.2% | -12.2% | +13.4% | +1.3% |
| 3M | +12.1% | -12.3% | +24.4% | +12.0% |
| 6M | +12.0% | +122.7% | -110.7% | +10.5% |
| YTD | +12.4% | +104.5% | -92.1% | +11.0% |
| 1Y | +22.9% | +106.7% | -83.7% | +21.2% |
| 3Y | +86.8% | +70.0% | +16.8% | +83.9% |
| 5Y | +181.0% | -27.8% | +208.8% | +182.9% |
| All | +181.0% | -25.5% | +206.5% | +182.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling