-16.5%
AVGO vs ABBV
+44.5%
-61.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -4.6% |
| 7D | +18.2% | +1.3% | +16.9% | +19.3% |
| 30D | +0.2% | +4.7% | -4.5% | +4.7% |
| 3M | -16.8% | +18.3% | -35.1% | -1.3% |
| 6M | -16.5% | +43.4% | -59.8% | +32.2% |
| All | -16.5% | +44.5% | -61.0% | +32.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling