+201.0%
ABBV vs QID
-77.4%
+278.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | +2.2% | -11.8% | +14.0% | +1.6% |
| 30D | +8.0% | +14.2% | -6.2% | +8.7% |
| 3M | +19.1% | +8.8% | +10.3% | +19.6% |
| 6M | +43.5% | +1.5% | +42.0% | +43.8% |
| YTD | +32.7% | -23.8% | +56.5% | +30.5% |
| 1Y | +30.0% | -22.0% | +52.0% | +28.1% |
| 3Y | +134.7% | -71.9% | +206.6% | +116.8% |
| All | +201.0% | -77.4% | +278.4% | +175.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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