+58.9%
IBIT vs ABBV
+97.3%
-38.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.2% |
| 7D | -2.4% | +1.5% | -3.9% | -2.2% |
| 30D | -9.1% | +6.7% | -15.8% | -8.3% |
| 3M | +15.0% | +19.9% | -4.9% | +17.6% |
| 6M | -6.9% | +47.5% | -54.3% | -2.2% |
| YTD | -14.8% | +32.2% | -47.0% | -11.5% |
| 1Y | -28.1% | +37.8% | -66.0% | -24.9% |
| All | +58.9% | +97.3% | -38.4% | +79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling