+299.7%
ABBV vs EQX
+232.0%
+67.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.8% |
| 7D | +0.3% | -3.2% | +3.5% | +0.3% |
| 30D | +3.4% | +7.8% | -4.4% | +3.2% |
| 3M | +15.2% | +21.3% | -6.1% | +14.8% |
| 6M | +14.7% | -22.4% | +37.1% | +15.0% |
| YTD | +15.2% | -11.3% | +26.5% | +15.2% |
| 1Y | +20.4% | +13.5% | +6.9% | +19.8% |
| 3Y | +91.3% | +162.1% | -70.8% | +86.9% |
| 5Y | +189.6% | +84.2% | +105.4% | +180.9% |
| All | +299.7% | +232.0% | +67.6% | +344.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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