+1,351.1%
ABBV vs TECH
+371.9%
+979.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | +2.2% | +0.2% | +1.9% | +2.1% |
| 30D | +8.0% | +0.5% | +7.5% | +7.9% |
| 3M | +19.1% | +1.0% | +18.1% | +18.8% |
| 6M | +43.5% | +54.1% | -10.5% | +28.2% |
| YTD | +32.7% | +24.4% | +8.3% | +22.8% |
| 1Y | +30.0% | +19.3% | +10.7% | +21.6% |
| 3Y | +134.7% | +28.5% | +106.2% | +106.0% |
| 5Y | +200.6% | -41.0% | +241.6% | +224.3% |
| 10Y | +601.3% | +189.3% | +412.0% | +256.4% |
| All | +1,351.1% | +371.9% | +979.2% | +496.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling