+135.1%
ABBV vs INTU
-33.2%
+168.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.2% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +4.7% | +10.1% | -5.4% | +4.2% |
| 3M | +18.3% | -4.2% | +22.5% | +18.3% |
| 6M | +43.4% | -7.2% | +50.6% | +43.0% |
| YTD | +33.0% | -47.7% | +80.7% | +37.9% |
| 1Y | +30.8% | -46.7% | +77.5% | +35.4% |
| 3Y | +135.1% | -34.1% | +169.2% | +146.7% |
| All | +135.1% | -33.2% | +168.4% | +146.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling