+135.1%
ABBV vs SPXU
-80.6%
+215.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.3% |
| 7D | +1.3% | -7.6% | +8.8% | +0.6% |
| 30D | +4.7% | +5.3% | -0.6% | +5.3% |
| 3M | +18.3% | +9.6% | +8.7% | +19.5% |
| 6M | +43.4% | -4.5% | +47.9% | +43.2% |
| YTD | +33.0% | -25.9% | +58.9% | +29.3% |
| 1Y | +30.8% | -28.9% | +59.7% | +26.6% |
| 3Y | +135.1% | -80.5% | +215.6% | +106.2% |
| All | +135.1% | -80.6% | +215.7% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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