+170.8%
ABBV vs MUB
+2.2%
+168.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -4.3% | -0.3% | -4.0% | -4.2% |
| 30D | +1.1% | -1.5% | +2.7% | +1.8% |
| 3M | +12.3% | -1.9% | +14.3% | +13.3% |
| 6M | +9.8% | -1.7% | +11.5% | +10.6% |
| YTD | +11.5% | -0.8% | +12.2% | +11.8% |
| 1Y | +22.3% | +1.5% | +20.8% | +21.5% |
| 3Y | +85.2% | +8.8% | +76.4% | +81.3% |
| 5Y | +170.8% | +2.0% | +168.8% | +141.3% |
| All | +170.8% | +2.2% | +168.6% | +141.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling