+187.4%
ABBV vs PBR
+552.2%
-364.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +0.9% |
| 7D | +0.3% | +5.4% | -5.1% | +0.1% |
| 30D | +3.4% | +22.9% | -19.5% | +2.7% |
| 3M | +15.2% | +19.6% | -4.4% | +14.6% |
| 6M | +14.7% | +16.5% | -1.8% | +14.1% |
| YTD | +15.2% | +86.7% | -71.5% | +12.6% |
| 1Y | +20.4% | +74.7% | -54.3% | +17.9% |
| 3Y | +91.3% | +102.6% | -11.2% | +86.6% |
| All | +187.4% | +552.2% | -364.7% | +174.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded PBR 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling