+497.0%
ABBV vs FDS
+72.8%
+424.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.7% |
| 7D | -4.1% | -8.8% | +4.7% | -2.0% |
| 30D | +1.2% | -1.4% | +2.6% | +1.4% |
| 3M | +12.1% | +13.9% | -1.8% | +7.8% |
| 6M | +12.0% | +27.4% | -15.4% | +3.6% |
| YTD | +12.4% | -2.5% | +14.9% | +11.4% |
| 1Y | +22.9% | -23.8% | +46.7% | +30.5% |
| 3Y | +86.8% | -32.5% | +119.2% | +103.0% |
| 5Y | +181.0% | -23.2% | +204.2% | +184.5% |
| 10Y | +497.0% | +76.4% | +420.6% | +321.9% |
| All | +497.0% | +72.8% | +424.1% | +321.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FDS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling