+345.6%
AVGO vs ABT
+11.7%
+333.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.6% | +5.6% | +2.3% |
| 7D | -0.3% | -3.1% | +2.8% | -1.1% |
| 30D | -13.8% | -2.1% | -11.7% | -14.3% |
| 3M | -6.9% | +17.4% | -24.4% | -2.7% |
| 6M | +11.9% | -2.4% | +14.3% | +14.3% |
| YTD | +6.9% | -14.2% | +21.1% | +6.2% |
| 1Y | +7.4% | -18.3% | +25.7% | +6.2% |
| 3Y | +345.6% | +11.5% | +334.1% | +390.8% |
| All | +345.6% | +11.7% | +333.9% | +390.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling