+1,118.6%
ABBV vs UUUU
+62.4%
+1,056.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.0% |
| 7D | -4.3% | +2.8% | -7.1% | -4.4% |
| 30D | +1.1% | +3.4% | -2.3% | +0.9% |
| 3M | +12.3% | -3.9% | +16.2% | +12.2% |
| 6M | +9.8% | -23.2% | +33.0% | +10.3% |
| YTD | +11.5% | +0.6% | +10.9% | +9.8% |
| 1Y | +22.3% | +22.9% | -0.6% | +18.3% |
| 3Y | +85.2% | +98.6% | -13.5% | +71.0% |
| 5Y | +170.8% | +130.2% | +40.6% | +139.6% |
| 10Y | +485.4% | +519.5% | -34.1% | +334.4% |
| All | +1,118.6% | +62.4% | +1,056.1% | +838.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling