+1,156.2%
ABBV vs INTU
+524.0%
+632.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +1.9% | -0.7% |
| 7D | +0.4% | -7.1% | +7.5% | +1.9% |
| 30D | +4.2% | +1.5% | +2.7% | +3.7% |
| 3M | +14.8% | +10.7% | +4.2% | +11.8% |
| 6M | +10.3% | -23.8% | +34.1% | +14.8% |
| YTD | +14.9% | -49.3% | +64.2% | +31.6% |
| 1Y | +24.1% | -49.7% | +73.8% | +42.1% |
| 3Y | +91.9% | -38.0% | +130.0% | +101.8% |
| 5Y | +176.0% | -38.7% | +214.8% | +177.5% |
| 10Y | +502.9% | +221.3% | +281.6% | +183.1% |
| All | +1,156.2% | +524.0% | +632.1% | +346.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling