+1,118.6%
ABBV vs EEM
+105.7%
+1,012.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.1% |
| 7D | -4.3% | +3.1% | -7.4% | -5.4% |
| 30D | +1.1% | +4.9% | -3.7% | -0.7% |
| 3M | +12.3% | +5.2% | +7.1% | +9.4% |
| 6M | +9.8% | +20.7% | -10.9% | +0.5% |
| YTD | +11.5% | +26.5% | -15.0% | -0.2% |
| 1Y | +22.3% | +37.8% | -15.6% | +5.5% |
| 3Y | +85.2% | +91.0% | -5.8% | +37.9% |
| 5Y | +170.8% | +47.0% | +123.8% | +123.6% |
| 10Y | +485.4% | +125.6% | +359.9% | +279.4% |
| All | +1,118.6% | +105.7% | +1,012.9% | +722.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling