+603.7%
ABBV vs PWR
+1,915.1%
-1,311.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.4% | -8.7% | -0.6% |
| 7D | +1.5% | -4.8% | +6.3% | +1.8% |
| 30D | +6.7% | -16.2% | +23.0% | +8.8% |
| 3M | +19.9% | -11.9% | +31.9% | +21.1% |
| 6M | +47.5% | -20.6% | +68.0% | +50.4% |
| YTD | +32.2% | +40.3% | -8.0% | +22.1% |
| 1Y | +37.8% | +33.0% | +4.8% | +28.3% |
| 3Y | +134.8% | +250.0% | -115.2% | +74.3% |
| 5Y | +203.0% | +404.2% | -201.2% | +99.4% |
| 10Y | +603.7% | +1,865.8% | -1,262.1% | +180.0% |
| All | +603.7% | +1,915.1% | -1,311.4% | +180.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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