+72.4%
UBER vs ABBV
+348.9%
-276.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.5% |
| 7D | -5.4% | +0.3% | -5.7% | -5.5% |
| 30D | -4.9% | +3.4% | -8.3% | -6.0% |
| 3M | +3.0% | +15.2% | -12.2% | -2.1% |
| 6M | -4.4% | +14.7% | -19.1% | -9.3% |
| YTD | -12.3% | +15.2% | -27.5% | -17.1% |
| 1Y | -24.3% | +20.4% | -44.7% | -30.1% |
| 3Y | +46.4% | +91.3% | -44.9% | +8.4% |
| 5Y | +79.7% | +189.6% | -109.9% | -0.3% |
| All | +72.4% | +348.9% | -276.5% | -30.5% |
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 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