+274.8%
ABBV vs MDB
+986.0%
-711.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | -4.1% | -4.5% | +0.4% | -4.0% |
| 30D | +1.2% | -14.0% | +15.2% | +1.6% |
| 3M | +12.1% | +5.3% | +6.8% | +11.7% |
| 6M | +12.0% | +31.9% | -19.9% | +10.3% |
| YTD | +12.4% | -14.6% | +27.0% | +12.4% |
| 1Y | +22.9% | +8.2% | +14.7% | +21.4% |
| 3Y | +86.8% | -5.0% | +91.8% | +82.1% |
| 5Y | +181.0% | -24.5% | +205.6% | +169.4% |
| All | +274.8% | +986.0% | -711.2% | +162.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MDB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling