+6,169.9%
MU vs ABBV
+498.3%
+5,671.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.5% |
| 7D | +7.5% | -4.1% | +11.6% | +9.0% |
| 30D | +19.4% | +1.2% | +18.2% | +18.6% |
| 3M | +9.8% | +12.1% | -2.3% | +4.2% |
| 6M | +164.1% | +12.0% | +152.1% | +148.7% |
| YTD | +260.3% | +12.4% | +247.9% | +238.3% |
| 1Y | +661.2% | +22.9% | +638.2% | +586.7% |
| 3Y | +1,380.8% | +86.8% | +1,294.1% | +988.9% |
| 5Y | +1,346.4% | +181.0% | +1,165.4% | +748.0% |
| 10Y | +6,169.9% | +497.0% | +5,673.0% | +2,725.4% |
| All | +6,169.9% | +498.3% | +5,671.6% | +2,725.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling