+1,335.6%
ABBV vs PLD
+413.6%
+922.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.5% |
| 7D | -1.2% | -0.8% | -0.4% | -1.0% |
| 30D | +8.0% | -0.3% | +8.3% | +8.0% |
| 3M | +20.2% | -8.0% | +28.2% | +23.3% |
| 6M | +44.0% | -9.8% | +53.8% | +48.5% |
| YTD | +31.3% | +1.8% | +29.5% | +29.9% |
| 1Y | +37.0% | +5.6% | +31.4% | +33.9% |
| 3Y | +128.0% | +33.3% | +94.7% | +102.5% |
| 5Y | +196.9% | +0.3% | +196.6% | +182.8% |
| 10Y | +681.2% | +241.6% | +439.6% | +331.9% |
| All | +1,335.6% | +413.6% | +922.1% | +520.4% |
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 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