+5.9%
ABT vs BBY
+42.8%
-36.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.1% | -4.4% | -1.6% |
| 7D | -5.9% | +0.6% | -6.5% | -5.9% |
| 30D | -8.1% | +9.4% | -17.5% | -8.7% |
| 3M | +14.5% | +19.3% | -4.8% | +13.0% |
| 6M | -6.3% | +47.9% | -54.2% | -9.4% |
| YTD | -17.1% | +39.6% | -56.7% | -19.5% |
| 1Y | -21.4% | +22.2% | -43.6% | -22.9% |
| 3Y | +5.9% | +45.0% | -39.0% | -0.4% |
| All | +5.9% | +42.8% | -36.8% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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