+22.3%
ABBV vs IBB
+45.6%
-23.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -1.8% |
| 7D | -4.3% | -1.7% | -2.7% | -3.4% |
| 30D | +1.1% | +4.9% | -3.8% | -1.6% |
| 3M | +12.3% | +24.2% | -11.9% | -0.7% |
| 6M | +9.8% | +23.8% | -14.1% | -3.2% |
| YTD | +11.5% | +23.0% | -11.5% | -1.4% |
| 1Y | +22.3% | +46.2% | -23.9% | -5.8% |
| All | +22.3% | +45.6% | -23.4% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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