-45.2%
INTU vs ABT
-4.8%
-40.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.6% | -2.1% | +1.7% |
| 7D | +8.7% | +12.5% | -3.9% | +4.9% |
| 30D | +25.9% | +16.1% | +9.8% | +20.5% |
| 3M | +10.7% | +10.2% | +0.5% | +7.8% |
| 6M | -11.6% | +33.7% | -45.3% | -16.4% |
| YTD | -45.4% | -5.5% | -39.9% | -49.8% |
| 1Y | -45.2% | -5.9% | -39.3% | -49.6% |
| All | -45.2% | -4.8% | -40.5% | -49.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling