+11.1%
IVV vs ABBV
+38.2%
-27.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -0.6% | +2.8% | -3.4% | -0.5% |
| 30D | -3.7% | +7.0% | -10.6% | -3.5% |
| 3M | -2.7% | +19.2% | -22.0% | -2.3% |
| 6M | +2.2% | +47.8% | -45.5% | +1.8% |
| YTD | +10.9% | +32.5% | -21.6% | +11.0% |
| All | +11.1% | +38.2% | -27.1% | +11.1% |
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