+497.0%
ABBV vs NDAQ
+374.8%
+122.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.1% |
| 7D | -4.1% | -1.6% | -2.6% | -3.7% |
| 30D | +1.2% | -1.5% | +2.6% | +1.6% |
| 3M | +12.1% | +8.0% | +4.1% | +9.2% |
| 6M | +12.0% | +7.7% | +4.3% | +8.9% |
| YTD | +12.4% | -2.3% | +14.7% | +12.1% |
| 1Y | +22.9% | +0.6% | +22.4% | +21.2% |
| 3Y | +86.8% | +90.9% | -4.2% | +46.7% |
| 5Y | +181.0% | +52.5% | +128.6% | +134.0% |
| 10Y | +497.0% | +380.3% | +116.7% | +193.1% |
| All | +497.0% | +374.8% | +122.2% | +193.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling