+235.2%
INTU vs ABT
+222.7%
+12.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | +0.4% |
| 7D | -4.1% | -5.6% | +1.5% | -0.6% |
| 30D | +12.8% | +5.2% | +7.7% | +9.4% |
| 3M | +2.1% | -2.7% | +4.8% | +3.8% |
| 6M | -11.5% | +28.8% | -40.3% | -24.7% |
| YTD | -47.9% | -12.3% | -35.7% | -44.4% |
| 1Y | -47.7% | -14.7% | -33.0% | -43.2% |
| 3Y | -34.0% | +21.6% | -55.5% | -46.6% |
| 5Y | -43.5% | -7.8% | -35.8% | -43.9% |
| All | +235.2% | +222.7% | +12.5% | +69.4% |
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