+602.8%
ABBV vs INTU
+230.7%
+372.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | +2.2% | -4.1% | +6.3% | +2.9% |
| 30D | +8.0% | +12.8% | -4.9% | +5.5% |
| 3M | +19.1% | +2.1% | +17.0% | +18.2% |
| 6M | +43.5% | -11.5% | +55.0% | +44.7% |
| YTD | +32.7% | -47.9% | +80.6% | +48.1% |
| 1Y | +30.0% | -47.7% | +77.7% | +44.8% |
| 3Y | +134.7% | -34.0% | +168.7% | +141.4% |
| 5Y | +200.7% | -43.5% | +244.2% | +214.1% |
| All | +602.8% | +230.7% | +372.0% | +296.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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