+490.3%
ABBV vs MUB
+17.6%
+472.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | -4.1% | -0.7% | -3.4% | -3.7% |
| 30D | +1.2% | -2.0% | +3.2% | +2.5% |
| 3M | +12.1% | -2.5% | +14.6% | +13.9% |
| 6M | +12.0% | -2.3% | +14.4% | +13.7% |
| YTD | +12.4% | -1.3% | +13.7% | +13.3% |
| 1Y | +22.9% | +1.1% | +21.8% | +22.0% |
| 3Y | +86.8% | +8.2% | +78.5% | +77.9% |
| 5Y | +181.0% | +1.5% | +179.6% | +179.5% |
| All | +490.3% | +17.6% | +472.7% | +516.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling