+24.2%
ABBV vs PFG
+49.2%
-25.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | -2.0% | -3.0% | +1.0% | -1.7% |
| 30D | +2.0% | +2.5% | -0.5% | +1.7% |
| 3M | +14.2% | +6.1% | +8.1% | +13.3% |
| 6M | +14.1% | +31.3% | -17.2% | +10.7% |
| YTD | +14.2% | +33.6% | -19.3% | +9.4% |
| 1Y | +24.2% | +48.5% | -24.3% | +16.0% |
| All | +24.2% | +49.2% | -25.0% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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