+1,272.2%
MUU vs ABBV
+62.9%
+1,209.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.4% | -5.3% |
| 7D | +24.7% | +1.3% | +23.4% | +24.6% |
| 30D | -35.1% | +4.7% | -39.9% | -35.2% |
| 3M | -44.3% | +18.3% | -62.6% | -45.0% |
| 6M | -44.4% | +43.4% | -87.8% | -50.3% |
| YTD | +244.9% | +33.0% | +211.9% | +220.9% |
| 1Y | +365.6% | +30.8% | +334.8% | +337.3% |
| All | +1,272.2% | +62.9% | +1,209.3% | +1,078.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling