+817.6%
UNH vs ABBV
+1,125.5%
-307.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +2.0% |
| 7D | +1.1% | -4.3% | +5.5% | +2.7% |
| 30D | -1.5% | +1.1% | -2.6% | -2.0% |
| 3M | -0.8% | +12.3% | -13.2% | -5.0% |
| 6M | +41.8% | +9.8% | +32.0% | +36.6% |
| YTD | +23.1% | +11.5% | +11.6% | +17.4% |
| 1Y | +28.5% | +22.3% | +6.3% | +18.4% |
| 3Y | -11.8% | +85.2% | -96.9% | -32.1% |
| 5Y | +5.3% | +170.8% | -165.5% | -30.6% |
| 10Y | +247.4% | +485.4% | -238.0% | +76.7% |
| All | +817.6% | +1,125.5% | -307.9% | +312.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling