+504.9%
ABBV vs TECH
+189.9%
+314.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | +0.3% | -0.4% | +0.7% | +0.3% |
| 30D | +3.4% | 0.0% | +3.4% | +3.4% |
| 3M | +15.2% | +33.7% | -18.4% | +7.9% |
| 6M | +14.7% | +34.9% | -20.2% | +6.0% |
| YTD | +15.2% | +23.2% | -8.0% | +7.9% |
| 1Y | +20.4% | +36.3% | -15.9% | +9.7% |
| 3Y | +91.3% | +2.3% | +89.1% | +80.8% |
| 5Y | +189.6% | -42.9% | +232.5% | +212.7% |
| All | +504.9% | +189.9% | +314.9% | +225.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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