+31,416.6%
AVGO vs ABT
+644.8%
+30,771.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -3.0% | -3.7% | +0.7% | -1.3% |
| 30D | -14.4% | +2.5% | -16.9% | -15.6% |
| 3M | -14.4% | +20.2% | -34.6% | -22.6% |
| 6M | +13.1% | -2.9% | +16.1% | +12.8% |
| YTD | +3.8% | -11.9% | +15.7% | +8.2% |
| 1Y | +17.8% | -16.5% | +34.3% | +24.9% |
| 3Y | +325.3% | +12.1% | +313.1% | +265.5% |
| 5Y | +689.9% | -7.4% | +697.3% | +654.0% |
| 10Y | +2,597.0% | +210.7% | +2,386.3% | +1,106.0% |
| All | +31,416.6% | +644.8% | +30,771.9% | +8,317.8% |
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 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