+47.9%
XBI vs ABBV
+43.0%
+4.9%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.4% | +1.5% |
| 7D | +1.0% | +3.1% | -2.1% | -0.1% |
| 30D | +1.9% | +11.6% | -9.8% | -2.2% |
| 3M | +4.8% | +21.7% | -16.9% | -2.3% |
| 6M | +19.3% | +43.5% | -24.2% | +3.8% |
| YTD | +30.6% | +32.9% | -2.3% | +17.2% |
| 1Y | +47.9% | +40.7% | +7.2% | +29.7% |
| All | +47.9% | +43.0% | +4.9% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling