+1,118.6%
ABBV vs OMC
+149.1%
+969.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.5% |
| 7D | -4.3% | -5.8% | +1.4% | -2.9% |
| 30D | +1.1% | -4.8% | +5.9% | +2.3% |
| 3M | +12.3% | +9.2% | +3.1% | +9.3% |
| 6M | +9.8% | -2.5% | +12.3% | +9.9% |
| YTD | +11.5% | +2.6% | +8.9% | +9.2% |
| 1Y | +22.3% | +5.9% | +16.3% | +18.1% |
| 3Y | +85.2% | +14.2% | +71.0% | +71.9% |
| 5Y | +170.8% | +33.2% | +137.6% | +131.0% |
| 10Y | +485.4% | +33.4% | +452.0% | +375.8% |
| All | +1,118.6% | +149.1% | +969.5% | +612.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded OMC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling