-81.2%
PATH vs ABBV
+224.3%
-305.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -0.1% |
| 7D | -5.3% | -1.2% | -4.1% | -5.3% |
| 30D | -0.5% | +8.0% | -8.5% | -0.8% |
| 3M | -7.1% | +20.2% | -27.3% | -7.6% |
| 6M | +23.8% | +44.0% | -20.2% | +22.8% |
| YTD | -20.7% | +31.3% | -52.0% | -21.0% |
| 1Y | -8.1% | +37.0% | -45.0% | -8.7% |
| 3Y | -21.8% | +128.0% | -149.8% | -26.2% |
| 5Y | -76.8% | +196.9% | -273.8% | -76.2% |
| All | -81.2% | +224.3% | -305.5% | -76.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling