+11.5%
ABT vs NDAQ
+91.7%
-80.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.2% |
| 7D | -3.1% | -2.6% | -0.6% | -2.6% |
| 30D | -2.1% | +0.5% | -2.6% | -2.3% |
| 3M | +17.4% | +9.9% | +7.5% | +15.0% |
| 6M | -2.4% | +8.2% | -10.6% | -4.1% |
| YTD | -14.2% | -1.5% | -12.7% | -14.1% |
| 1Y | -18.3% | +1.3% | -19.7% | -18.9% |
| 3Y | +11.5% | +92.6% | -81.1% | -11.0% |
| All | +11.5% | +91.7% | -80.2% | -11.0% |
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