+1,156.2%
ABBV vs DINO
+276.1%
+880.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.4% |
| 7D | +0.4% | +5.7% | -5.3% | -0.3% |
| 30D | +4.2% | +27.8% | -23.7% | +0.9% |
| 3M | +14.8% | +45.6% | -30.8% | +9.2% |
| 6M | +10.3% | +88.5% | -78.2% | +1.2% |
| YTD | +14.9% | +134.1% | -119.2% | +2.1% |
| 1Y | +24.1% | +111.1% | -87.0% | +11.7% |
| 3Y | +91.9% | +109.1% | -17.2% | +70.1% |
| 5Y | +176.0% | +307.2% | -131.1% | +116.9% |
| 10Y | +502.9% | +495.9% | +7.0% | +313.0% |
| All | +1,156.2% | +276.1% | +880.1% | +816.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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