+81.9%
UBER vs ABBV
+185.0%
-103.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.9% |
| 7D | -4.5% | -2.0% | -2.5% | -4.2% |
| 30D | -7.6% | +2.0% | -9.6% | -7.8% |
| 3M | +5.8% | +14.2% | -8.4% | +4.2% |
| 6M | +0.3% | +14.1% | -13.8% | -1.3% |
| YTD | -11.2% | +14.2% | -25.4% | -12.7% |
| 1Y | -23.0% | +24.2% | -47.2% | -25.2% |
| 3Y | +53.6% | +89.8% | -36.2% | +42.1% |
| 5Y | +81.9% | +187.2% | -105.3% | +48.1% |
| All | +81.9% | +185.0% | -103.1% | +48.1% |
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