+59.8%
UBER vs ABBV
+201.3%
-141.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +1.6% | +1.3% | +0.3% | +1.4% |
| 30D | +0.6% | +4.7% | -4.1% | 0.0% |
| 3M | -8.2% | +18.3% | -26.5% | -10.1% |
| 6M | -6.7% | +43.4% | -50.1% | -10.6% |
| YTD | -14.7% | +33.0% | -47.7% | -17.7% |
| 1Y | -24.1% | +30.8% | -54.9% | -26.6% |
| 3Y | +33.4% | +135.1% | -101.7% | +21.4% |
| All | +59.8% | +201.3% | -141.5% | +32.9% |
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