+72.4%
UBER vs ABT
+52.7%
+19.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.1% | -0.6% |
| 7D | -5.4% | -5.9% | +0.5% | -2.9% |
| 30D | -4.9% | -8.1% | +3.2% | -1.4% |
| 3M | +3.0% | +14.5% | -11.5% | -3.0% |
| 6M | -4.4% | -6.3% | +1.9% | -2.1% |
| YTD | -12.3% | -17.1% | +4.8% | -5.6% |
| 1Y | -24.3% | -21.4% | -2.9% | -16.9% |
| 3Y | +46.4% | +5.9% | +40.5% | +36.6% |
| 5Y | +79.7% | -12.8% | +92.4% | +81.9% |
| All | +72.4% | +52.7% | +19.7% | +16.8% |
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