+32,043.9%
AVGO vs ABT
+641.9%
+31,402.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.4% |
| 7D | +25.0% | -5.6% | +30.6% | +28.0% |
| 30D | +2.0% | +5.2% | -3.2% | -0.8% |
| 3M | -12.3% | -2.7% | -9.6% | -11.9% |
| 6M | -12.8% | +28.8% | -41.7% | -24.6% |
| YTD | +5.9% | -12.3% | +18.1% | +9.8% |
| 1Y | +3.3% | -14.7% | +18.0% | +8.2% |
| 3Y | +293.1% | +21.6% | +271.5% | +220.6% |
| 5Y | +606.7% | -7.8% | +614.5% | +573.4% |
| 10Y | +2,733.6% | +222.5% | +2,511.1% | +1,133.9% |
| All | +32,043.9% | +641.9% | +31,402.0% | +8,448.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling