+211.0%
INTU vs ABT
+205.6%
+5.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -8.5% | -4.7% | -3.7% | -5.7% |
| 30D | -6.1% | -3.1% | -3.0% | -4.2% |
| 3M | +7.3% | +16.1% | -8.8% | -2.2% |
| 6M | -33.2% | -5.3% | -27.9% | -31.3% |
| YTD | -52.2% | -14.4% | -37.7% | -48.1% |
| 1Y | -52.7% | -18.4% | -34.3% | -47.2% |
| 3Y | -41.6% | +11.2% | -52.8% | -49.7% |
| 5Y | -42.6% | -9.4% | -33.3% | -42.4% |
| 10Y | +211.0% | +209.7% | +1.3% | +61.0% |
| All | +211.0% | +205.6% | +5.4% | +61.0% |
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 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