+602.8%
ABBV vs BEN
+58.0%
+544.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | +2.2% | +11.3% | -9.2% | 0.0% |
| 30D | +8.0% | +15.0% | -7.0% | +5.0% |
| 3M | +19.1% | +7.8% | +11.2% | +17.1% |
| 6M | +43.5% | +15.5% | +28.0% | +38.9% |
| YTD | +32.7% | +55.4% | -22.7% | +20.5% |
| 1Y | +30.0% | +63.3% | -33.2% | +16.8% |
| 3Y | +134.7% | +83.4% | +51.3% | +101.6% |
| 5Y | +200.6% | +28.1% | +172.6% | +174.2% |
| All | +602.8% | +58.0% | +544.7% | +508.3% |
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