+1,156.2%
ABBV vs TECH
+369.2%
+787.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +4.2% | +0.7% | +3.5% | +4.0% |
| 3M | +14.8% | +36.3% | -21.5% | +5.8% |
| 6M | +10.3% | +25.6% | -15.3% | +2.5% |
| YTD | +14.9% | +23.7% | -8.8% | +6.5% |
| 1Y | +24.1% | +37.6% | -13.5% | +11.1% |
| 3Y | +91.9% | -6.6% | +98.5% | +84.5% |
| 5Y | +176.0% | -42.2% | +218.3% | +198.9% |
| 10Y | +502.9% | +187.6% | +315.4% | +206.1% |
| All | +1,156.2% | +369.2% | +787.0% | +416.8% |
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