+76.1%
XBI vs ABBV
+24.6%
+51.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.1% |
| 7D | +0.9% | +0.4% | +0.5% | +0.8% |
| 30D | +7.1% | +4.2% | +2.9% | +5.8% |
| 3M | +22.9% | +14.8% | +8.1% | +17.2% |
| 6M | +29.7% | +10.3% | +19.4% | +25.3% |
| YTD | +34.5% | +14.9% | +19.6% | +27.9% |
| 1Y | +76.1% | +24.1% | +51.9% | +63.9% |
| All | +76.1% | +24.6% | +51.5% | +63.9% |
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 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