+3,310.4%
V vs ABT
+551.2%
+2,759.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +1.7% |
| 7D | +2.2% | +3.5% | -1.3% | +0.3% |
| 30D | +13.6% | +12.0% | +1.6% | +6.8% |
| 3M | +14.3% | +2.5% | +11.8% | +12.5% |
| 6M | +33.1% | +29.1% | +4.0% | +14.9% |
| YTD | +21.2% | -10.1% | +31.3% | +26.1% |
| 1Y | +26.4% | -9.8% | +36.3% | +31.0% |
| 3Y | +77.6% | +23.3% | +54.3% | +51.0% |
| 5Y | +102.6% | -2.4% | +105.0% | +94.4% |
| 10Y | +464.4% | +239.4% | +225.0% | +147.5% |
| All | +3,310.4% | +551.2% | +2,759.1% | +876.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling