+85.2%
ABBV vs RMD
+52.4%
+32.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -2.7% |
| 7D | -4.3% | -4.5% | +0.1% | -3.9% |
| 30D | +1.1% | +4.6% | -3.5% | +0.7% |
| 3M | +12.3% | +14.8% | -2.5% | +10.8% |
| 6M | +9.8% | -12.1% | +21.9% | +10.3% |
| YTD | +11.5% | -7.5% | +18.9% | +11.4% |
| 1Y | +22.3% | -20.1% | +42.3% | +23.4% |
| 3Y | +85.2% | +53.9% | +31.3% | +81.7% |
| All | +85.2% | +52.4% | +32.8% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling