+1,351.1%
ABBV vs MUB
+33.4%
+1,317.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | +0.2% |
| 7D | +2.2% | -0.8% | +3.0% | +2.6% |
| 30D | +8.0% | +2.4% | +5.6% | +6.7% |
| 3M | +19.1% | -1.1% | +20.2% | +19.8% |
| 6M | +43.5% | -1.0% | +44.5% | +44.3% |
| YTD | +32.7% | -0.3% | +33.0% | +32.9% |
| 1Y | +30.0% | 0.0% | +30.0% | +30.0% |
| 3Y | +134.7% | +10.2% | +124.6% | +123.8% |
| 5Y | +200.6% | +2.9% | +197.7% | +196.5% |
| 10Y | +601.3% | +21.9% | +579.4% | +587.7% |
| All | +1,351.1% | +33.4% | +1,317.7% | +1,280.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling