+1,371.2%
MU vs ABBV
+94.6%
+1,276.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.1% |
| 7D | +9.0% | +0.4% | +8.6% | +9.0% |
| 30D | +13.8% | +4.2% | +9.6% | +13.8% |
| 3M | +2.1% | +14.8% | -12.7% | +0.9% |
| 6M | +153.8% | +10.3% | +143.5% | +153.1% |
| YTD | +256.4% | +14.9% | +241.5% | +252.4% |
| 1Y | +719.8% | +24.1% | +695.6% | +698.4% |
| All | +1,371.2% | +94.6% | +1,276.6% | +1,365.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling