+360.5%
BE vs ABBV
+24.6%
+335.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +6.8% |
| 7D | +20.0% | +0.4% | +19.6% | +20.2% |
| 30D | +7.9% | +4.2% | +3.7% | +9.8% |
| 3M | -13.2% | +14.8% | -28.0% | -13.2% |
| 6M | +53.5% | +10.3% | +43.2% | +48.1% |
| YTD | +191.0% | +14.9% | +176.1% | +183.9% |
| 1Y | +360.5% | +24.1% | +336.4% | +299.9% |
| All | +360.5% | +24.6% | +335.9% | +299.9% |
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