+434.2%
ABT vs INDA
+111.6%
+322.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -1.9% |
| 7D | -3.1% | -1.0% | -2.1% | -2.7% |
| 30D | -2.1% | -2.5% | +0.4% | -1.1% |
| 3M | +17.4% | +4.0% | +13.4% | +15.5% |
| 6M | -2.4% | -1.8% | -0.6% | -1.9% |
| YTD | -14.2% | -9.2% | -5.0% | -11.2% |
| 1Y | -18.3% | -7.2% | -11.2% | -16.3% |
| 3Y | +11.5% | +9.8% | +1.7% | +5.8% |
| 5Y | -9.9% | +7.5% | -17.4% | -14.1% |
| 10Y | +204.4% | +80.8% | +123.6% | +126.5% |
| All | +434.2% | +111.6% | +322.6% | +273.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 2026-09-08: compounded portfolio wealth divided by compounded INDA 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling