+1,156.2%
ABBV vs PWR
+2,186.5%
-1,030.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.6% |
| 7D | +0.4% | +3.6% | -3.2% | -0.2% |
| 30D | +4.2% | -8.6% | +12.7% | +5.6% |
| 3M | +14.8% | -13.2% | +28.0% | +16.7% |
| 6M | +10.3% | +9.9% | +0.4% | +6.9% |
| YTD | +14.9% | +48.0% | -33.1% | +5.2% |
| 1Y | +24.1% | +66.2% | -42.0% | +10.8% |
| 3Y | +91.9% | +195.1% | -103.2% | +47.0% |
| 5Y | +176.0% | +442.6% | -266.5% | +77.8% |
| 10Y | +502.9% | +2,334.2% | -1,831.3% | +143.6% |
| All | +1,156.2% | +2,186.5% | -1,030.3% | +407.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling