+0.2%
ISRG vs ABBV
+43.2%
-43.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.4% | -3.8% |
| 7D | +4.8% | -1.2% | +6.0% | +5.2% |
| 30D | +9.2% | +8.0% | +1.2% | +6.0% |
| 3M | +21.2% | +20.2% | +1.0% | +14.0% |
| 6M | +0.2% | +44.0% | -43.7% | -9.9% |
| All | +0.2% | +43.2% | -43.0% | -9.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling