+209.7%
ABT vs GEN
+150.6%
+59.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -4.7% | -2.9% | -1.8% | -4.2% |
| 30D | -3.1% | +2.1% | -5.2% | -3.6% |
| 3M | +16.1% | +19.7% | -3.6% | +12.2% |
| 6M | -5.3% | +33.3% | -38.6% | -10.8% |
| YTD | -14.4% | +11.1% | -25.6% | -16.7% |
| 1Y | -18.4% | +3.0% | -21.4% | -19.5% |
| 3Y | +11.2% | +57.9% | -46.7% | -0.7% |
| 5Y | -9.4% | +20.6% | -30.0% | -15.9% |
| 10Y | +209.7% | +153.2% | +56.5% | +135.4% |
| All | +209.7% | +150.6% | +59.2% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling