+1,156.2%
ABBV vs PLD
+451.2%
+705.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +0.4% | -2.4% | +2.8% | +1.1% |
| 30D | +4.2% | -2.4% | +6.6% | +5.0% |
| 3M | +14.8% | -3.8% | +18.6% | +16.2% |
| 6M | +10.3% | 0.0% | +10.2% | +10.1% |
| YTD | +14.9% | +9.2% | +5.7% | +11.2% |
| 1Y | +24.1% | +25.9% | -1.8% | +14.6% |
| 3Y | +91.9% | +21.3% | +70.6% | +76.0% |
| 5Y | +176.0% | +14.1% | +161.9% | +151.3% |
| 10Y | +502.9% | +237.9% | +265.1% | +238.1% |
| All | +1,156.2% | +451.2% | +705.0% | +431.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling