+485.4%
ABBV vs MSCI
+594.9%
-109.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.8% | -2.2% |
| 7D | -4.3% | -2.1% | -2.2% | -3.9% |
| 30D | +1.1% | -1.7% | +2.9% | +1.5% |
| 3M | +12.3% | -8.2% | +20.5% | +14.0% |
| 6M | +9.8% | -2.4% | +12.2% | +9.7% |
| YTD | +11.5% | -2.8% | +14.3% | +11.0% |
| 1Y | +22.3% | -2.7% | +24.9% | +21.4% |
| 3Y | +85.2% | +7.3% | +77.9% | +76.3% |
| 5Y | +170.8% | -11.4% | +182.3% | +165.2% |
| 10Y | +485.4% | +605.8% | -120.4% | +177.3% |
| All | +485.4% | +594.9% | -109.5% | +177.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling