+22.9%
ABBV vs U
-6.3%
+29.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +0.8% |
| 7D | -4.1% | +4.4% | -8.5% | -3.9% |
| 30D | +1.2% | -1.3% | +2.5% | +1.2% |
| 3M | +12.1% | +49.6% | -37.5% | +15.1% |
| 6M | +12.0% | +100.2% | -88.2% | +17.0% |
| YTD | +12.4% | -3.7% | +16.1% | +12.5% |
| 1Y | +22.9% | -6.5% | +29.4% | +20.6% |
| All | +22.9% | -6.3% | +29.2% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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