+602.6%
ABBV vs URI
+1,246.1%
-643.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | -0.2% |
| 7D | +0.1% | +2.6% | -2.5% | -0.4% |
| 30D | +5.6% | +9.1% | -3.5% | +4.1% |
| 3M | +18.7% | +1.0% | +17.7% | +18.1% |
| 6M | +47.4% | +23.3% | +24.1% | +42.0% |
| YTD | +33.0% | +43.3% | -10.3% | +23.8% |
| 1Y | +34.9% | +35.9% | -1.0% | +26.6% |
| 3Y | +135.2% | +158.6% | -23.5% | +93.0% |
| 5Y | +202.1% | +213.1% | -11.0% | +133.2% |
| 10Y | +602.6% | +1,213.1% | -610.5% | +307.1% |
| All | +602.6% | +1,246.1% | -643.6% | +307.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling