+1,156.2%
ABBV vs MUB
+32.8%
+1,123.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.5% |
| 7D | +0.4% | -0.9% | +1.2% | +0.8% |
| 30D | +4.2% | -1.4% | +5.6% | +5.0% |
| 3M | +14.8% | -2.2% | +17.0% | +16.1% |
| 6M | +10.3% | -1.9% | +12.1% | +11.3% |
| YTD | +14.9% | -0.8% | +15.7% | +15.3% |
| 1Y | +24.1% | +2.7% | +21.4% | +22.4% |
| 3Y | +91.9% | +8.6% | +83.4% | +84.2% |
| 5Y | +176.0% | +2.0% | +174.0% | +173.4% |
| 10Y | +502.9% | +17.9% | +485.0% | +492.7% |
| All | +1,156.2% | +32.8% | +1,123.4% | +1,097.8% |
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