+22.9%
ABBV vs PWR
+67.5%
-44.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.7% | +0.9% |
| 7D | -4.1% | +2.7% | -6.8% | -4.1% |
| 30D | +1.2% | -5.1% | +6.3% | +1.1% |
| 3M | +12.1% | -9.4% | +21.5% | +12.8% |
| 6M | +12.0% | +10.4% | +1.6% | +10.6% |
| YTD | +12.4% | +48.6% | -36.2% | +8.7% |
| 1Y | +22.9% | +68.0% | -45.1% | +17.8% |
| All | +22.9% | +67.5% | -44.6% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling