+235.3%
INTU vs ABT
+221.4%
+13.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.3% |
| 7D | -3.9% | +0.3% | -4.3% | -4.1% |
| 30D | +11.7% | +11.6% | +0.1% | +4.4% |
| 3M | +4.5% | +3.1% | +1.3% | +2.4% |
| 6M | -13.9% | +32.8% | -46.7% | -28.1% |
| YTD | -48.2% | -9.6% | -38.6% | -45.8% |
| 1Y | -47.1% | -10.4% | -36.8% | -44.4% |
| 3Y | -32.5% | +25.8% | -58.3% | -46.6% |
| 5Y | -42.6% | -3.4% | -39.1% | -44.6% |
| 10Y | +235.3% | +232.9% | +2.4% | +68.0% |
| All | +235.3% | +221.4% | +13.9% | +68.0% |
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