+181.0%
ABBV vs QID
-80.7%
+261.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | -4.1% | -1.9% | -2.2% | -4.2% |
| 30D | +1.2% | +1.7% | -0.5% | +1.3% |
| 3M | +12.1% | -3.9% | +16.0% | +11.9% |
| 6M | +12.0% | -30.0% | +42.0% | +9.5% |
| YTD | +12.4% | -28.2% | +40.6% | +10.1% |
| 1Y | +22.9% | -35.6% | +58.6% | +19.6% |
| 3Y | +86.8% | -74.3% | +161.0% | +71.3% |
| 5Y | +181.0% | -80.8% | +261.8% | +154.0% |
| All | +181.0% | -80.7% | +261.7% | +154.0% |
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