+170.8%
ABBV vs NDAQ
+55.5%
+115.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -2.7% |
| 7D | -4.3% | -2.6% | -1.7% | -3.9% |
| 30D | +1.1% | +0.5% | +0.6% | +1.0% |
| 3M | +12.3% | +9.9% | +2.4% | +10.3% |
| 6M | +9.8% | +8.2% | +1.6% | +8.0% |
| YTD | +11.5% | -1.5% | +12.9% | +11.5% |
| 1Y | +22.3% | +1.3% | +20.9% | +21.5% |
| 3Y | +85.2% | +92.6% | -7.4% | +61.2% |
| 5Y | +170.8% | +53.8% | +117.0% | +139.0% |
| All | +170.8% | +55.5% | +115.3% | +139.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling