+89.8%
ABBV vs TGT
+39.8%
+50.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.8% | +1.8% |
| 7D | -2.0% | -5.0% | +3.0% | -1.4% |
| 30D | +2.0% | +3.0% | -1.1% | +1.5% |
| 3M | +14.2% | +22.6% | -8.5% | +11.3% |
| 6M | +14.1% | +31.2% | -17.1% | +10.2% |
| YTD | +14.2% | +63.7% | -49.5% | +7.4% |
| 1Y | +24.2% | +78.5% | -54.3% | +15.4% |
| All | +89.8% | +39.8% | +50.0% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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