+1,118.6%
ABBV vs EFV
+185.2%
+933.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.6% |
| 7D | -4.3% | +1.0% | -5.3% | -4.8% |
| 30D | +1.1% | +0.2% | +0.9% | +1.0% |
| 3M | +12.3% | +9.6% | +2.7% | +6.6% |
| 6M | +9.8% | +14.0% | -4.2% | +1.7% |
| YTD | +11.5% | +18.5% | -7.0% | +0.8% |
| 1Y | +22.3% | +27.9% | -5.6% | +5.9% |
| 3Y | +85.2% | +92.4% | -7.3% | +26.3% |
| 5Y | +170.8% | +97.2% | +73.7% | +79.2% |
| 10Y | +485.4% | +163.0% | +322.4% | +219.2% |
| All | +1,118.6% | +185.2% | +933.4% | +545.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EFV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling