+19.4%
MA vs ABBV
+39.2%
-19.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | -0.3% | +1.5% | -1.9% | -0.6% |
| 30D | +11.3% | +6.7% | +4.6% | +10.1% |
| 3M | +16.7% | +19.9% | -3.3% | +13.3% |
| 6M | +32.8% | +47.5% | -14.7% | +26.1% |
| YTD | +15.6% | +32.2% | -16.6% | +10.6% |
| All | +19.4% | +39.2% | -19.8% | +12.4% |
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