+504.9%
ABBV vs TD
+306.3%
+198.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | +0.3% | -0.5% | +0.8% | +0.4% |
| 30D | +3.4% | -1.9% | +5.3% | +3.9% |
| 3M | +15.2% | +4.8% | +10.5% | +13.0% |
| 6M | +14.7% | +28.0% | -13.3% | +4.7% |
| YTD | +15.2% | +30.3% | -15.1% | +4.3% |
| 1Y | +20.4% | +59.8% | -39.4% | +1.2% |
| 3Y | +91.3% | +124.7% | -33.3% | +40.3% |
| 5Y | +189.6% | +127.0% | +62.6% | +106.5% |
| All | +504.9% | +306.3% | +198.6% | +230.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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