-27.6%
IBIT vs ABBV
+38.7%
-66.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.4% |
| 7D | -6.8% | +0.1% | -6.9% | -6.8% |
| 30D | -9.9% | +5.6% | -15.4% | -9.5% |
| 3M | +17.5% | +18.7% | -1.1% | +18.7% |
| 6M | -9.1% | +47.4% | -56.5% | -7.4% |
| YTD | -14.9% | +33.0% | -47.9% | -13.5% |
| 1Y | -27.6% | +34.9% | -62.5% | -26.0% |
| All | -27.6% | +38.7% | -66.3% | -26.0% |
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