+230.2%
ABT vs NDAQ
+472.7%
-242.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.4% |
| 7D | -5.6% | +1.7% | -7.3% | -6.3% |
| 30D | +5.2% | +16.2% | -11.1% | -1.8% |
| 3M | -2.7% | +14.0% | -16.7% | -8.5% |
| 6M | +28.8% | +22.3% | +6.6% | +16.9% |
| YTD | -12.3% | +13.0% | -25.3% | -18.2% |
| 1Y | -14.7% | +24.0% | -38.7% | -24.1% |
| 3Y | +21.6% | +117.1% | -95.5% | -21.2% |
| 5Y | -7.8% | +67.5% | -75.3% | -32.6% |
| All | +230.2% | +472.7% | -242.5% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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