+1,345.5%
ABBV vs IBB
+383.5%
+962.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.8% |
| 7D | +1.5% | +2.7% | -1.2% | +0.1% |
| 30D | +6.7% | +6.3% | +0.4% | +3.2% |
| 3M | +19.9% | +11.1% | +8.9% | +13.0% |
| 6M | +47.5% | +29.2% | +18.2% | +28.0% |
| YTD | +32.2% | +30.2% | +2.0% | +14.1% |
| 1Y | +37.8% | +39.5% | -1.7% | +14.7% |
| 3Y | +134.8% | +92.3% | +42.4% | +63.1% |
| 5Y | +203.0% | +43.0% | +160.0% | +140.8% |
| 10Y | +603.7% | +137.1% | +466.6% | +300.4% |
| All | +1,345.5% | +383.5% | +962.0% | +560.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling