+2,856.4%
AVGO vs ABT
+205.6%
+2,650.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.0% |
| 7D | -0.8% | -4.7% | +4.0% | +1.1% |
| 30D | -13.7% | -3.1% | -10.6% | -12.9% |
| 3M | -6.9% | +16.1% | -23.1% | -13.5% |
| 6M | +5.8% | -5.3% | +11.1% | +7.0% |
| YTD | +5.7% | -14.4% | +20.1% | +11.5% |
| 1Y | +9.0% | -18.4% | +27.4% | +16.6% |
| 3Y | +340.5% | +11.2% | +329.3% | +280.7% |
| 5Y | +711.1% | -9.4% | +720.4% | +685.1% |
| 10Y | +2,856.4% | +209.7% | +2,646.7% | +1,408.1% |
| All | +2,856.4% | +205.6% | +2,650.8% | +1,408.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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