+485.4%
ABBV vs OVV
+54.2%
+431.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.9% |
| 7D | -4.3% | -3.7% | -0.6% | -4.0% |
| 30D | +1.1% | +8.0% | -6.9% | +0.5% |
| 3M | +12.3% | +11.3% | +1.0% | +11.3% |
| 6M | +9.8% | +24.0% | -14.2% | +7.6% |
| YTD | +11.5% | +65.3% | -53.9% | +6.6% |
| 1Y | +22.3% | +60.2% | -37.9% | +17.1% |
| 3Y | +85.2% | +46.9% | +38.2% | +76.6% |
| 5Y | +170.8% | +158.7% | +12.1% | +140.4% |
| 10Y | +485.4% | +50.8% | +434.6% | +374.4% |
| All | +485.4% | +54.2% | +431.3% | +374.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded OVV 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling