+977.1%
BE vs ABT
+89.6%
+887.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.7% |
| 7D | +23.9% | -4.7% | +28.7% | +26.5% |
| 30D | +27.8% | -3.1% | +31.0% | +29.2% |
| 3M | +3.7% | +16.1% | -12.4% | -7.3% |
| 6M | +78.0% | -5.3% | +83.3% | +78.6% |
| YTD | +209.9% | -14.4% | +224.4% | +229.9% |
| 1Y | +389.6% | -18.4% | +408.0% | +433.0% |
| 3Y | +1,730.6% | +11.2% | +1,719.4% | +1,451.3% |
| 5Y | +1,227.8% | -9.4% | +1,237.2% | +1,189.7% |
| All | +977.1% | +89.6% | +887.5% | +502.1% |
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