+55.3%
BE vs ABBV
+43.0%
+12.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.1% | -9.4% | -3.9% |
| 7D | -12.1% | +3.1% | -15.2% | -9.7% |
| 30D | -30.1% | +11.6% | -41.7% | -23.5% |
| 3M | -12.1% | +21.7% | -33.8% | +2.4% |
| 6M | -30.6% | +43.5% | -74.1% | -19.4% |
| YTD | +130.6% | +32.9% | +97.7% | +155.3% |
| 1Y | +55.3% | +40.7% | +14.6% | +78.3% |
| All | +55.3% | +43.0% | +12.3% | +78.3% |
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