+48.0%
ADI vs ABBV
+25.1%
+22.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.7% | -0.8% |
| 7D | +1.3% | -2.0% | +3.3% | +1.1% |
| 30D | -6.0% | +2.0% | -7.9% | -5.6% |
| 3M | -7.7% | +14.2% | -21.9% | -7.2% |
| 6M | +14.0% | +14.1% | -0.1% | +14.0% |
| YTD | +34.4% | +14.2% | +20.2% | +34.5% |
| 1Y | +48.0% | +24.2% | +23.7% | +50.5% |
| All | +48.0% | +25.1% | +22.9% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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