-29.9%
INTU vs ABT
+22.5%
-52.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.5% | -2.9% |
| 7D | +0.1% | +3.5% | -3.4% | -0.7% |
| 30D | +15.4% | +12.0% | +3.4% | +12.3% |
| 3M | +6.6% | +2.5% | +4.1% | +6.0% |
| 6M | -11.3% | +29.1% | -40.4% | -15.5% |
| YTD | -47.7% | -10.1% | -37.6% | -47.7% |
| 1Y | -47.0% | -9.8% | -37.2% | -47.1% |
| 3Y | -29.9% | +23.3% | -53.2% | -35.0% |
| All | -29.9% | +22.5% | -52.5% | -35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling