+182.6%
ABBV vs PLD
+14.8%
+167.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.3% |
| 7D | +0.4% | -2.4% | +2.8% | +0.9% |
| 30D | +4.2% | -2.4% | +6.6% | +4.8% |
| 3M | +14.8% | -3.8% | +18.6% | +15.8% |
| 6M | +10.3% | 0.0% | +10.2% | +10.2% |
| YTD | +14.9% | +9.2% | +5.7% | +12.4% |
| 1Y | +24.1% | +25.9% | -1.8% | +17.5% |
| 3Y | +91.9% | +21.3% | +70.6% | +80.6% |
| All | +182.6% | +14.8% | +167.8% | +175.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling