+135.1%
ABBV vs TECH
+29.6%
+105.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +1.3% | +0.1% | +1.1% | +1.3% |
| 30D | +4.7% | +0.5% | +4.2% | +4.6% |
| 3M | +18.3% | +1.1% | +17.3% | +18.2% |
| 6M | +43.4% | +62.8% | -19.4% | +32.5% |
| YTD | +33.0% | +24.5% | +8.5% | +26.7% |
| 1Y | +30.8% | +20.6% | +10.2% | +25.4% |
| 3Y | +135.1% | +29.5% | +105.7% | +128.0% |
| All | +135.1% | +29.6% | +105.5% | +128.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling