-25.1%
NOW vs ABBV
+201.3%
-226.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +0.3% | +1.3% | -1.0% | +0.1% |
| 30D | -27.0% | +4.7% | -31.7% | -27.4% |
| 3M | -19.6% | +18.3% | -38.0% | -21.5% |
| 6M | +17.5% | +43.4% | -25.9% | +11.9% |
| YTD | -33.3% | +33.0% | -66.2% | -35.8% |
| 1Y | -39.8% | +30.8% | -70.6% | -42.0% |
| 3Y | -19.9% | +135.1% | -155.0% | -32.2% |
| All | -25.1% | +201.3% | -226.4% | -39.8% |
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