-80.4%
PATH vs ABBV
+228.2%
-308.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +2.8% |
| 7D | -4.8% | +3.1% | -7.9% | -4.9% |
| 30D | +2.7% | +11.6% | -9.0% | +2.3% |
| 3M | -4.2% | +21.7% | -25.9% | -4.7% |
| 6M | +24.7% | +43.5% | -18.8% | +23.8% |
| YTD | -17.6% | +32.9% | -50.5% | -17.9% |
| 1Y | -5.3% | +40.7% | -46.0% | -6.1% |
| 3Y | -22.0% | +130.3% | -152.3% | -26.3% |
| 5Y | -76.5% | +200.8% | -277.3% | -75.8% |
| All | -80.4% | +228.2% | -308.7% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling