+1,156.2%
ABBV vs RMD
+546.9%
+609.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | +0.4% | -5.0% | +5.4% | +1.6% |
| 30D | +4.2% | +2.2% | +1.9% | +3.5% |
| 3M | +14.8% | +17.8% | -3.0% | +10.0% |
| 6M | +10.3% | -11.3% | +21.6% | +12.9% |
| YTD | +14.9% | -4.4% | +19.3% | +15.2% |
| 1Y | +24.1% | -15.7% | +39.9% | +28.2% |
| 3Y | +91.9% | +47.7% | +44.2% | +66.0% |
| 5Y | +176.0% | -19.2% | +195.3% | +178.0% |
| 10Y | +502.9% | +280.4% | +222.6% | +267.3% |
| All | +1,156.2% | +546.9% | +609.2% | +549.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling