+95.3%
AAPL vs ABT
+20.8%
+74.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.2% |
| 7D | +4.1% | -1.3% | +5.4% | +4.3% |
| 30D | +4.0% | +6.0% | -2.1% | +3.3% |
| 3M | +16.8% | -1.9% | +18.7% | +17.1% |
| 6M | +19.4% | +31.2% | -11.8% | +15.2% |
| YTD | +31.5% | -11.2% | +42.7% | +33.6% |
| 1Y | +31.0% | -14.0% | +44.9% | +33.6% |
| 3Y | +95.3% | +20.7% | +74.6% | +106.1% |
| All | +95.3% | +20.8% | +74.5% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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