+2,538.2%
MUU vs ABBV
+36.6%
+2,501.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.0% | 0.0% | -2.7% |
| 7D | +13.9% | -4.3% | +18.2% | +14.5% |
| 30D | +24.8% | +1.1% | +23.7% | +24.3% |
| 3M | -15.7% | +12.3% | -28.1% | -20.4% |
| 6M | +338.9% | +9.8% | +329.1% | +317.0% |
| YTD | +563.2% | +11.5% | +551.7% | +524.8% |
| 1Y | +2,577.5% | +22.3% | +2,555.2% | +2,242.9% |
| All | +2,538.2% | +36.6% | +2,501.7% | +2,193.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling