-6.8%
AVGO vs ABBV
+43.0%
-49.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.1% | -5.1% | -0.6% |
| 7D | -7.5% | +3.1% | -10.6% | -6.1% |
| 30D | -10.2% | +11.6% | -21.8% | -5.4% |
| 3M | -22.0% | +21.7% | -43.7% | -14.5% |
| 6M | -21.6% | +43.5% | -65.1% | -10.4% |
| YTD | -5.4% | +32.9% | -38.3% | +7.4% |
| 1Y | -6.8% | +40.7% | -47.5% | +10.6% |
| All | -6.8% | +43.0% | -49.8% | +10.6% |
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