+11.5%
ABT vs SPOT
+230.8%
-219.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.5% | -0.1% | -2.5% |
| 7D | -3.1% | -2.9% | -0.3% | -3.0% |
| 30D | -2.1% | +8.3% | -10.4% | -2.4% |
| 3M | +17.4% | +5.1% | +12.4% | +17.2% |
| 6M | -2.4% | -6.5% | +4.1% | -2.4% |
| YTD | -14.2% | -9.0% | -5.2% | -14.4% |
| 1Y | -18.3% | -26.4% | +8.1% | -18.1% |
| 3Y | +11.5% | +240.0% | -228.5% | +12.6% |
| All | +11.5% | +230.8% | -219.2% | +12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling