-75.2%
PATH vs ABBV
+201.3%
-276.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +2.1% | +1.3% | +0.8% | +2.0% |
| 30D | +1.6% | +4.7% | -3.1% | +1.4% |
| 3M | -20.4% | +18.3% | -38.8% | -21.1% |
| 6M | +40.1% | +43.4% | -3.3% | +37.8% |
| YTD | -19.0% | +33.0% | -52.0% | -20.0% |
| 1Y | -5.8% | +30.8% | -36.6% | -6.8% |
| 3Y | -22.9% | +135.1% | -158.1% | -30.5% |
| All | -75.2% | +201.3% | -276.5% | -75.5% |
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