+66.7%
IBIT vs ABBV
+66.3%
+0.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -2.2% |
| 7D | +1.4% | -4.3% | +5.8% | +0.9% |
| 30D | +20.6% | +1.1% | +19.5% | +20.8% |
| 3M | +23.7% | +12.3% | +11.4% | +25.6% |
| 6M | +15.0% | +9.8% | +5.2% | +16.5% |
| YTD | -10.6% | +11.5% | -22.0% | -9.1% |
| 1Y | -30.3% | +22.3% | -52.6% | -28.0% |
| All | +66.7% | +66.3% | +0.4% | +84.9% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling