+6,642.4%
ABT vs GEN
+8,838.8%
-2,196.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.7% | -0.2% |
| 7D | -3.7% | -1.2% | -2.5% | -3.6% |
| 30D | +2.5% | +10.1% | -7.7% | +1.6% |
| 3M | +20.2% | +16.1% | +4.1% | +18.5% |
| 6M | -2.9% | +38.9% | -41.8% | -6.0% |
| YTD | -11.9% | +14.4% | -26.4% | -13.3% |
| 1Y | -16.5% | +5.9% | -22.4% | -17.3% |
| 3Y | +12.1% | +58.8% | -46.7% | +6.6% |
| 5Y | -7.4% | +24.7% | -32.1% | -10.7% |
| 10Y | +210.7% | +163.1% | +47.6% | +177.6% |
| All | +6,642.4% | +8,838.8% | -2,196.4% | +3,445.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling