+499.9%
ABBV vs UUUU
+495.2%
+4.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.3% | +8.0% | +1.8% |
| 7D | -2.0% | -5.0% | +3.0% | -1.8% |
| 30D | +2.0% | -7.8% | +9.7% | +2.2% |
| 3M | +14.2% | -0.4% | +14.6% | +13.9% |
| 6M | +14.1% | -32.9% | +47.0% | +15.1% |
| YTD | +14.2% | -6.3% | +20.5% | +13.1% |
| 1Y | +24.2% | +7.9% | +16.3% | +21.3% |
| 3Y | +89.8% | +85.2% | +4.6% | +77.3% |
| 5Y | +187.2% | +97.0% | +90.2% | +159.0% |
| All | +499.9% | +495.2% | +4.7% | +333.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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