+199.8%
ABBV vs MSCI
+3.6%
+196.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.3% | +1.3% |
| 7D | -1.2% | +2.8% | -4.0% | -1.5% |
| 30D | +8.0% | +15.4% | -7.4% | +6.5% |
| 3M | +20.2% | +13.4% | +6.8% | +18.7% |
| 6M | +44.0% | +10.9% | +33.1% | +42.2% |
| YTD | +31.3% | +13.0% | +18.3% | +29.2% |
| 1Y | +37.0% | +12.0% | +24.9% | +34.9% |
| 3Y | +128.0% | +34.1% | +93.9% | +119.1% |
| All | +199.8% | +3.6% | +196.2% | +183.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling