+24.2%
ABBV vs IAU
+18.2%
+6.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.6% |
| 7D | -2.0% | -3.4% | +1.4% | -2.0% |
| 30D | +2.0% | -1.1% | +3.1% | +2.0% |
| 3M | +14.2% | +5.8% | +8.3% | +14.2% |
| 6M | +14.1% | -16.9% | +31.0% | +14.1% |
| YTD | +14.2% | +0.1% | +14.1% | +15.2% |
| 1Y | +24.2% | +18.4% | +5.8% | +30.7% |
| All | +24.2% | +18.2% | +6.0% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling