+187.2%
ABBV vs IVZ
+57.9%
+129.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | -2.0% | -2.4% | +0.4% | -1.8% |
| 30D | +2.0% | +2.5% | -0.5% | +1.7% |
| 3M | +14.2% | +17.1% | -2.9% | +12.3% |
| 6M | +14.1% | +35.1% | -21.1% | +10.5% |
| YTD | +14.2% | +24.3% | -10.1% | +11.2% |
| 1Y | +24.2% | +48.7% | -24.4% | +18.3% |
| 3Y | +89.8% | +135.6% | -45.8% | +68.4% |
| 5Y | +187.2% | +60.3% | +126.8% | +159.3% |
| All | +187.2% | +57.9% | +129.3% | +159.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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