+3,922.7%
DELL vs ABBV
+510.4%
+3,412.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.6% | -7.0% | -5.7% |
| 7D | -1.9% | -2.0% | +0.1% | -1.5% |
| 30D | +14.9% | +2.0% | +12.9% | +14.2% |
| 3M | +37.2% | +14.2% | +23.0% | +31.7% |
| 6M | +254.0% | +14.1% | +239.9% | +238.5% |
| YTD | +306.1% | +14.2% | +291.9% | +287.6% |
| 1Y | +312.3% | +24.2% | +288.0% | +283.4% |
| 3Y | +654.0% | +89.8% | +564.2% | +505.6% |
| 5Y | +1,055.3% | +187.2% | +868.2% | +697.1% |
| All | +3,922.7% | +510.4% | +3,412.3% | +2,245.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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