+497.0%
ABBV vs GEN
+150.6%
+346.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | -4.1% | -2.9% | -1.2% | -3.7% |
| 30D | +1.2% | +2.1% | -0.9% | +0.8% |
| 3M | +12.1% | +19.7% | -7.6% | +9.2% |
| 6M | +12.0% | +33.3% | -21.2% | +7.0% |
| YTD | +12.4% | +11.1% | +1.3% | +10.1% |
| 1Y | +22.9% | +3.0% | +19.9% | +21.8% |
| 3Y | +86.8% | +57.9% | +28.9% | +70.8% |
| 5Y | +181.0% | +20.6% | +160.4% | +164.7% |
| 10Y | +497.0% | +153.2% | +343.7% | +347.0% |
| All | +497.0% | +150.6% | +346.4% | +347.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling