+108.1%
ABT vs SPOT
+215.3%
-107.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | -4.7% | -6.5% | +1.8% | -4.0% |
| 30D | -3.1% | +2.2% | -5.3% | -3.4% |
| 3M | +16.1% | +5.4% | +10.7% | +15.2% |
| 6M | -5.3% | -4.0% | -1.3% | -5.4% |
| YTD | -14.4% | -9.9% | -4.5% | -14.1% |
| 1Y | -18.4% | -27.3% | +8.9% | -16.0% |
| 3Y | +11.2% | +236.4% | -225.2% | -10.1% |
| 5Y | -9.4% | +112.6% | -122.0% | -25.3% |
| All | +108.1% | +215.3% | -107.2% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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