+604.1%
ABBV vs BEN
+58.7%
+545.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +1.3% | +6.8% | -5.5% | 0.0% |
| 30D | +4.7% | +18.0% | -13.3% | +1.3% |
| 3M | +18.3% | +7.5% | +10.9% | +16.5% |
| 6M | +43.4% | +14.7% | +28.7% | +39.0% |
| YTD | +33.0% | +56.1% | -23.1% | +20.6% |
| 1Y | +30.8% | +69.6% | -38.8% | +16.6% |
| 3Y | +135.1% | +87.7% | +47.4% | +101.0% |
| 5Y | +201.2% | +28.6% | +172.6% | +174.5% |
| All | +604.1% | +58.7% | +545.4% | +509.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling