+24.1%
ABBV vs NDAQ
+4.3%
+19.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -1.4% |
| 7D | +0.4% | -2.4% | +2.8% | +0.4% |
| 30D | +4.2% | +2.5% | +1.7% | +4.1% |
| 3M | +14.8% | +9.9% | +4.9% | +14.8% |
| 6M | +10.3% | +9.4% | +0.8% | +10.1% |
| YTD | +14.9% | +0.4% | +14.5% | +15.4% |
| 1Y | +24.1% | +4.0% | +20.1% | +25.4% |
| All | +24.1% | +4.3% | +19.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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