+25.2%
ABT vs NDAQ
+122.1%
-96.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | +1.0% | +2.9% | -1.9% | +0.4% |
| 30D | +11.6% | +17.5% | -5.9% | +7.8% |
| 3M | +2.3% | +15.4% | -13.1% | -0.9% |
| 6M | +32.7% | +24.6% | +8.1% | +26.6% |
| YTD | -9.6% | +14.4% | -24.1% | -12.5% |
| 1Y | -10.1% | +26.9% | -37.0% | -15.0% |
| 3Y | +25.2% | +119.8% | -94.6% | +0.2% |
| All | +25.2% | +122.1% | -96.9% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling