+499.9%
ABBV vs MUB
+16.7%
+483.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +2.1% |
| 7D | -2.0% | -1.2% | -0.8% | -1.3% |
| 30D | +2.0% | -2.8% | +4.7% | +3.8% |
| 3M | +14.2% | -3.1% | +17.2% | +16.4% |
| 6M | +14.1% | -2.9% | +16.9% | +16.1% |
| YTD | +14.2% | -2.0% | +16.3% | +15.7% |
| 1Y | +24.2% | 0.0% | +24.3% | +24.2% |
| 3Y | +89.8% | +7.4% | +82.4% | +81.7% |
| 5Y | +187.2% | +0.8% | +186.4% | +186.8% |
| All | +499.9% | +16.7% | +483.2% | +529.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MUB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling