+94.7%
ABBV vs SUI
+12.1%
+82.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +0.4% | -2.8% | +3.2% | +1.2% |
| 30D | +4.2% | -1.2% | +5.3% | +4.5% |
| 3M | +14.8% | -1.7% | +16.6% | +15.4% |
| 6M | +10.3% | -10.5% | +20.7% | +13.5% |
| YTD | +14.9% | -1.8% | +16.7% | +15.4% |
| 1Y | +24.1% | -4.1% | +28.2% | +25.4% |
| All | +94.7% | +12.1% | +82.6% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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