+1,354.0%
ABBV vs TD
+392.4%
+961.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.3% | +1.1% | +0.2% | +0.9% |
| 30D | +4.7% | +5.2% | -0.5% | +2.9% |
| 3M | +18.3% | +1.2% | +17.1% | +17.6% |
| 6M | +43.4% | +17.7% | +25.6% | +34.7% |
| YTD | +33.0% | +34.2% | -1.2% | +18.9% |
| 1Y | +30.8% | +55.4% | -24.6% | +10.8% |
| 3Y | +135.1% | +130.4% | +4.7% | +70.4% |
| 5Y | +201.2% | +101.8% | +99.4% | +126.1% |
| 10Y | +602.7% | +301.9% | +300.8% | +287.7% |
| All | +1,354.0% | +392.4% | +961.6% | +584.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling