+187.4%
ABBV vs UUUU
+79.1%
+108.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +0.8% |
| 7D | +0.3% | -10.5% | +10.8% | +0.3% |
| 30D | +3.4% | -10.5% | +13.9% | +3.4% |
| 3M | +15.2% | -14.1% | +29.3% | +15.3% |
| 6M | +14.7% | -35.5% | +50.2% | +14.9% |
| YTD | +15.2% | -10.9% | +26.1% | +14.9% |
| 1Y | +20.4% | +3.4% | +17.0% | +19.7% |
| 3Y | +91.3% | +73.1% | +18.2% | +88.2% |
| All | +187.4% | +79.1% | +108.3% | +182.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling