+201.2%
ABT vs NDAQ
+370.8%
-169.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | -0.7% |
| 7D | -5.0% | -6.8% | +1.8% | -1.9% |
| 30D | -5.8% | -3.2% | -2.6% | -4.5% |
| 3M | +16.7% | +6.5% | +10.3% | +12.9% |
| 6M | -5.2% | +5.7% | -11.0% | -8.4% |
| YTD | -16.0% | -4.6% | -11.3% | -15.3% |
| 1Y | -18.3% | -1.6% | -16.7% | -19.1% |
| 3Y | +9.2% | +86.4% | -77.2% | -24.2% |
| 5Y | -11.6% | +50.3% | -61.9% | -32.8% |
| All | +201.2% | +370.8% | -169.6% | +19.5% |
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