+185.0%
ABBV vs BBY
-1.5%
+186.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | -2.0% | +0.7% | -2.7% | -2.1% |
| 30D | +2.0% | +5.8% | -3.8% | +1.4% |
| 3M | +14.2% | +18.0% | -3.8% | +12.2% |
| 6M | +14.1% | +39.8% | -25.8% | +10.0% |
| YTD | +14.2% | +35.4% | -21.2% | +10.3% |
| 1Y | +24.2% | +21.4% | +2.8% | +21.2% |
| 3Y | +89.8% | +39.5% | +50.3% | +80.0% |
| All | +185.0% | -1.5% | +186.5% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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