+504.9%
ABBV vs HRB
+209.1%
+295.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | +0.3% | -8.0% | +8.3% | +1.4% |
| 30D | +3.4% | -16.0% | +19.3% | +5.7% |
| 3M | +15.2% | +26.9% | -11.7% | +11.2% |
| 6M | +14.7% | +51.1% | -36.4% | +7.4% |
| YTD | +15.2% | +7.1% | +8.1% | +13.1% |
| 1Y | +20.4% | -9.6% | +30.0% | +21.1% |
| 3Y | +91.3% | +25.4% | +65.9% | +81.3% |
| 5Y | +189.6% | +114.9% | +74.7% | +147.9% |
| All | +504.9% | +209.1% | +295.7% | +366.2% |
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