+203.0%
ABBV vs IBB
+41.1%
+161.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.4% |
| 7D | +1.5% | +2.7% | -1.2% | +0.4% |
| 30D | +6.7% | +6.3% | +0.4% | +4.0% |
| 3M | +19.9% | +11.1% | +8.9% | +14.7% |
| 6M | +47.5% | +29.2% | +18.2% | +32.5% |
| YTD | +32.2% | +30.2% | +2.0% | +18.4% |
| 1Y | +37.8% | +39.5% | -1.7% | +20.2% |
| 3Y | +134.8% | +92.3% | +42.4% | +83.2% |
| 5Y | +203.0% | +43.0% | +160.0% | +131.7% |
| All | +203.0% | +41.1% | +161.9% | +131.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling