+4.6%
UNH vs ABBV
+185.0%
-180.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.6% |
| 7D | -3.2% | -2.0% | -1.2% | -2.7% |
| 30D | -3.5% | +2.0% | -5.4% | -4.0% |
| 3M | -4.2% | +14.2% | -18.3% | -7.6% |
| 6M | +38.3% | +14.1% | +24.2% | +33.2% |
| YTD | +19.2% | +14.2% | +5.0% | +14.4% |
| 1Y | +15.0% | +24.2% | -9.3% | +7.5% |
| 3Y | -14.5% | +89.8% | -104.3% | -33.7% |
| 5Y | +4.6% | +187.2% | -182.6% | -43.0% |
| All | +4.6% | +185.0% | -180.5% | -43.0% |
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 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