-76.8%
PATH vs ABBV
+194.9%
-271.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.2% | -1.5% | -3.6% |
| 7D | -5.6% | -0.9% | -4.7% | -5.5% |
| 30D | -0.7% | +8.7% | -9.4% | -1.1% |
| 3M | -5.9% | +17.8% | -23.7% | -6.6% |
| 6M | +21.6% | +41.7% | -20.1% | +19.8% |
| YTD | -20.6% | +29.9% | -50.5% | -21.4% |
| 1Y | -10.6% | +37.0% | -47.5% | -11.9% |
| 3Y | -24.9% | +125.2% | -150.1% | -31.7% |
| 5Y | -76.8% | +193.8% | -270.6% | -76.3% |
| All | -76.8% | +194.9% | -271.7% | -76.3% |
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