+22.3%
ABBV vs PLD
+27.5%
-5.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.2% |
| 7D | -4.3% | -0.9% | -3.5% | -4.1% |
| 30D | +1.1% | -1.2% | +2.3% | +1.5% |
| 3M | +12.3% | -2.3% | +14.6% | +13.0% |
| 6M | +9.8% | +4.5% | +5.3% | +8.8% |
| YTD | +11.5% | +10.1% | +1.3% | +9.1% |
| 1Y | +22.3% | +25.9% | -3.6% | +14.4% |
| All | +22.3% | +27.5% | -5.2% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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