+22.2%
ABBV vs WCC
+68.1%
-45.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +0.8% |
| 7D | -4.1% | +6.8% | -10.9% | -3.9% |
| 30D | +1.2% | -3.0% | +4.2% | +1.1% |
| 3M | +12.1% | +0.2% | +11.9% | +12.6% |
| 6M | +12.0% | +33.2% | -21.1% | +10.8% |
| YTD | +12.4% | +45.8% | -33.4% | +11.1% |
| All | +22.2% | +68.1% | -45.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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