-24.1%
NU vs ABBV
+43.0%
-67.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.1% | +0.2% | +2.9% |
| 7D | +0.2% | +3.1% | -2.9% | -0.2% |
| 30D | -21.0% | +11.6% | -32.6% | -22.0% |
| 3M | -16.3% | +21.7% | -38.0% | -18.0% |
| 6M | -15.3% | +43.5% | -58.8% | -19.1% |
| YTD | -28.4% | +32.9% | -61.3% | -31.2% |
| 1Y | -24.1% | +40.7% | -64.8% | -27.4% |
| All | -24.1% | +43.0% | -67.1% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling