+201.2%
ABT vs DRI
+348.7%
-147.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -5.0% | -4.8% | -0.2% | -4.2% |
| 30D | -5.8% | -5.2% | -0.6% | -5.0% |
| 3M | +16.7% | +2.7% | +14.0% | +16.1% |
| 6M | -5.2% | +3.6% | -8.9% | -6.0% |
| YTD | -16.0% | +15.4% | -31.4% | -18.3% |
| 1Y | -18.3% | +1.3% | -19.5% | -18.9% |
| 3Y | +9.2% | +53.1% | -43.9% | +0.2% |
| 5Y | -11.6% | +64.6% | -76.1% | -20.6% |
| All | +201.2% | +348.7% | -147.5% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DRI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling