+1,156.2%
ABBV vs HDB
+154.9%
+1,001.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | +4.2% | -2.8% | +7.0% | +4.7% |
| 3M | +14.8% | -3.5% | +18.4% | +15.3% |
| 6M | +10.3% | -24.7% | +35.0% | +16.1% |
| YTD | +14.9% | -36.6% | +51.5% | +25.1% |
| 1Y | +24.1% | -34.4% | +58.5% | +34.1% |
| 3Y | +91.9% | -24.4% | +116.3% | +98.8% |
| 5Y | +176.0% | -35.4% | +211.4% | +191.1% |
| 10Y | +502.9% | +39.5% | +463.4% | +403.9% |
| All | +1,156.2% | +154.9% | +1,001.3% | +794.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling