+504.9%
ABBV vs EEM
+133.3%
+371.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.4% |
| 7D | +0.3% | -1.3% | +1.5% | +0.6% |
| 30D | +3.4% | +2.1% | +1.3% | +2.6% |
| 3M | +15.2% | +1.0% | +14.2% | +14.1% |
| 6M | +14.7% | +15.9% | -1.2% | +7.3% |
| YTD | +15.2% | +24.6% | -9.5% | +4.6% |
| 1Y | +20.4% | +32.3% | -11.9% | +6.6% |
| 3Y | +91.3% | +85.9% | +5.4% | +47.0% |
| 5Y | +189.6% | +45.4% | +144.2% | +145.2% |
| All | +504.9% | +133.3% | +371.6% | +326.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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