-49.7%
INTU vs ABT
-16.1%
-33.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.3% |
| 7D | -7.1% | -3.7% | -3.4% | -6.2% |
| 30D | +1.5% | +2.5% | -1.0% | +1.1% |
| 3M | +10.7% | +20.2% | -9.5% | +7.2% |
| 6M | -23.8% | -2.9% | -20.9% | -27.8% |
| YTD | -49.3% | -11.9% | -37.4% | -51.4% |
| 1Y | -49.7% | -16.5% | -33.1% | -51.0% |
| All | -49.7% | -16.1% | -33.5% | -51.0% |
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