+603.7%
ABBV vs URI
+1,313.6%
-710.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.2% | -0.3% |
| 7D | +1.5% | -4.0% | +5.6% | +2.1% |
| 30D | +6.7% | +6.8% | -0.1% | +5.6% |
| 3M | +19.9% | -2.8% | +22.8% | +20.1% |
| 6M | +47.5% | +20.9% | +26.6% | +42.5% |
| YTD | +32.2% | +40.2% | -8.0% | +23.5% |
| 1Y | +37.8% | +34.1% | +3.7% | +29.6% |
| 3Y | +134.8% | +164.1% | -29.4% | +91.8% |
| 5Y | +203.0% | +199.3% | +3.7% | +135.9% |
| 10Y | +603.7% | +1,218.8% | -615.1% | +308.5% |
| All | +603.7% | +1,313.6% | -710.0% | +308.5% |
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