+128.0%
ABBV vs SUI
+15.1%
+112.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.5% | +1.5% |
| 7D | -1.2% | +6.2% | -7.4% | -3.1% |
| 30D | +8.0% | +8.6% | -0.6% | +5.2% |
| 3M | +20.2% | +1.0% | +19.2% | +19.6% |
| 6M | +44.0% | -2.6% | +46.6% | +44.7% |
| YTD | +31.3% | -0.1% | +31.4% | +31.0% |
| 1Y | +37.0% | +0.5% | +36.5% | +36.4% |
| 3Y | +128.0% | +15.3% | +112.7% | +120.6% |
| All | +128.0% | +15.1% | +112.8% | +120.6% |
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