+92.9%
QQQ vs ABBV
+91.6%
+1.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.8% |
| 7D | -0.6% | +0.3% | -0.8% | -0.6% |
| 30D | -1.2% | +3.4% | -4.6% | -1.4% |
| 3M | -0.2% | +15.2% | -15.4% | -1.2% |
| 6M | +17.9% | +14.7% | +3.2% | +16.7% |
| YTD | +16.6% | +15.2% | +1.5% | +15.4% |
| 1Y | +23.0% | +20.4% | +2.6% | +20.8% |
| 3Y | +92.9% | +91.3% | +1.6% | +80.1% |
| All | +92.9% | +91.6% | +1.4% | +80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling