+113.9%
SOXX vs ABBV
+24.6%
+89.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +5.0% | +3.1% |
| 7D | +2.2% | +0.4% | +1.8% | +2.3% |
| 30D | -2.0% | +4.2% | -6.2% | -0.9% |
| 3M | -13.7% | +14.8% | -28.5% | -11.9% |
| 6M | +52.4% | +10.3% | +42.1% | +55.6% |
| YTD | +72.8% | +14.9% | +57.9% | +76.7% |
| 1Y | +113.9% | +24.1% | +89.8% | +119.2% |
| All | +113.9% | +24.6% | +89.3% | +119.2% |
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