+497.0%
ABBV vs HDB
+32.4%
+464.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.6% | +1.2% |
| 7D | -4.1% | -4.9% | +0.7% | -3.2% |
| 30D | +1.2% | -5.8% | +7.0% | +2.3% |
| 3M | +12.1% | -5.2% | +17.3% | +12.9% |
| 6M | +12.0% | -25.7% | +37.7% | +18.0% |
| YTD | +12.4% | -39.6% | +52.0% | +23.1% |
| 1Y | +22.9% | -36.9% | +59.9% | +33.4% |
| 3Y | +86.8% | -29.7% | +116.5% | +96.1% |
| 5Y | +181.0% | -37.8% | +218.8% | +198.3% |
| 10Y | +497.0% | +33.7% | +463.2% | +413.3% |
| All | +497.0% | +32.4% | +464.5% | +413.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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