+6,642.4%
ABT vs D
+2,347.4%
+4,295.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.7% | +1.5% | -5.1% | -4.2% |
| 30D | +2.5% | -2.6% | +5.1% | +3.4% |
| 3M | +20.2% | 0.0% | +20.2% | +20.0% |
| 6M | -2.9% | +7.4% | -10.3% | -5.8% |
| YTD | -11.9% | +15.9% | -27.8% | -17.0% |
| 1Y | -16.5% | +18.1% | -34.7% | -22.0% |
| 3Y | +12.1% | +58.4% | -46.3% | -7.5% |
| 5Y | -7.4% | +5.2% | -12.6% | -11.9% |
| 10Y | +210.7% | +35.9% | +174.8% | +163.6% |
| All | +6,642.4% | +2,347.4% | +4,295.0% | +1,576.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling