+69.8%
IBIT vs ABBV
+71.5%
-1.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.6% |
| 7D | +3.0% | +0.4% | +2.6% | +3.1% |
| 30D | +23.1% | +4.2% | +18.9% | +23.8% |
| 3M | +25.6% | +14.8% | +10.7% | +27.9% |
| 6M | +9.1% | +10.3% | -1.1% | +10.5% |
| YTD | -8.9% | +14.9% | -23.8% | -7.0% |
| 1Y | -27.5% | +24.1% | -51.6% | -25.0% |
| All | +69.8% | +71.5% | -1.6% | +89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling