+203.0%
ABBV vs GEN
+27.3%
+175.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.7% |
| 7D | +1.5% | -0.3% | +1.8% | +1.6% |
| 30D | +6.7% | +28.2% | -21.4% | +4.9% |
| 3M | +19.9% | +2.6% | +17.3% | +19.5% |
| 6M | +47.5% | +32.7% | +14.8% | +43.9% |
| YTD | +32.2% | +11.3% | +20.9% | +31.1% |
| 1Y | +37.8% | +17.9% | +19.9% | +35.8% |
| 3Y | +134.8% | +66.3% | +68.4% | +122.9% |
| 5Y | +203.0% | +31.7% | +171.3% | +192.9% |
| All | +203.0% | +27.3% | +175.7% | +192.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling