-47.5%
INTU vs ABT
-9.7%
-37.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -3.9% | +0.3% | -4.3% | -4.0% |
| 30D | +11.7% | +11.6% | +0.1% | +8.3% |
| 3M | +4.5% | +3.1% | +1.3% | +3.7% |
| 6M | -13.9% | +32.8% | -46.7% | -17.1% |
| YTD | -48.2% | -9.6% | -38.6% | -51.7% |
| All | -47.5% | -9.7% | -37.8% | -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