+204.4%
ABT vs MSCI
+594.9%
-390.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.8% | +1.2% | -1.3% |
| 7D | -3.1% | -2.1% | -1.1% | -2.5% |
| 30D | -2.1% | -1.7% | -0.4% | -1.6% |
| 3M | +17.4% | -8.2% | +25.7% | +20.4% |
| 6M | -2.4% | -2.4% | 0.0% | -2.3% |
| YTD | -14.2% | -2.8% | -11.4% | -14.5% |
| 1Y | -18.3% | -2.7% | -15.7% | -19.0% |
| 3Y | +11.5% | +7.3% | +4.2% | +3.6% |
| 5Y | -9.9% | -11.4% | +1.5% | -12.8% |
| 10Y | +204.4% | +605.8% | -401.5% | +21.7% |
| All | +204.4% | +594.9% | -390.5% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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