+1,351.1%
ABBV vs GE
+303.3%
+1,047.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.4% |
| 7D | +2.2% | +5.1% | -3.0% | +1.2% |
| 30D | +8.0% | +7.6% | +0.4% | +6.4% |
| 3M | +19.1% | -9.3% | +28.4% | +20.9% |
| 6M | +43.5% | +11.5% | +32.0% | +39.8% |
| YTD | +32.7% | +7.9% | +24.9% | +29.4% |
| 1Y | +30.0% | +7.6% | +22.4% | +26.7% |
| 3Y | +134.7% | +265.9% | -131.1% | +76.6% |
| 5Y | +200.6% | +405.9% | -205.3% | +107.8% |
| 10Y | +601.3% | +149.6% | +451.7% | +513.5% |
| All | +1,351.1% | +303.3% | +1,047.8% | +896.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling