+604.1%
ABBV vs HRB
+221.6%
+382.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.4% |
| 7D | +1.3% | -5.1% | +6.4% | +2.0% |
| 30D | +4.7% | +8.7% | -4.0% | +3.5% |
| 3M | +18.3% | -5.4% | +23.7% | +19.0% |
| 6M | +43.4% | +41.6% | +1.8% | +35.9% |
| YTD | +33.0% | +18.7% | +14.3% | +28.5% |
| 1Y | +30.8% | +16.4% | +14.4% | +26.8% |
| 3Y | +135.1% | +22.0% | +113.1% | +123.9% |
| 5Y | +201.2% | +141.2% | +60.0% | +152.6% |
| All | +604.1% | +221.6% | +382.5% | +436.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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