+34.9%
ABBV vs INTU
-46.8%
+81.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.4% |
| 7D | +0.1% | -3.9% | +4.0% | +0.2% |
| 30D | +5.6% | +12.0% | -6.4% | +5.3% |
| 3M | +18.7% | +2.3% | +16.4% | +18.5% |
| 6M | +47.4% | -12.1% | +59.5% | +46.0% |
| YTD | +33.0% | -47.5% | +80.5% | +38.2% |
| 1Y | +34.9% | -46.9% | +81.8% | +39.1% |
| All | +34.9% | -46.8% | +81.7% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling