+181.0%
ABBV vs GE
+422.6%
-241.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.7% | +1.1% |
| 7D | -4.1% | -1.2% | -2.9% | -4.0% |
| 30D | +1.2% | -11.3% | +12.4% | +2.4% |
| 3M | +12.1% | -1.4% | +13.5% | +12.0% |
| 6M | +12.0% | +1.2% | +10.8% | +11.3% |
| YTD | +12.4% | +5.9% | +6.5% | +11.0% |
| 1Y | +22.9% | +18.4% | +4.5% | +19.7% |
| 3Y | +86.8% | +271.0% | -184.2% | +55.3% |
| 5Y | +181.0% | +417.9% | -236.9% | +117.8% |
| All | +181.0% | +422.6% | -241.6% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 5y: compounded portfolio wealth divided by compounded GE 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…
5y analysis · Full analysis span regression · 6 months rolling