+24.1%
ABBV vs PCG
-6.6%
+30.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.9% | -1.7% |
| 7D | +0.4% | -13.9% | +14.2% | +2.1% |
| 30D | +4.2% | -16.9% | +21.0% | +6.6% |
| 3M | +14.8% | -14.7% | +29.6% | +16.6% |
| 6M | +10.3% | -23.8% | +34.1% | +13.4% |
| YTD | +14.9% | -10.5% | +25.4% | +17.1% |
| 1Y | +24.1% | -5.1% | +29.3% | +21.9% |
| All | +24.1% | -6.6% | +30.7% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling