+22.3%
ABBV vs RY
+45.9%
-23.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -3.0% |
| 7D | -4.3% | +2.7% | -7.0% | -4.4% |
| 30D | +1.1% | -1.0% | +2.1% | +1.0% |
| 3M | +12.3% | +7.6% | +4.7% | +10.5% |
| 6M | +9.8% | +29.5% | -19.7% | +4.3% |
| YTD | +11.5% | +24.2% | -12.7% | +5.6% |
| 1Y | +22.3% | +46.4% | -24.1% | +7.9% |
| All | +22.3% | +45.9% | -23.7% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling