+135.1%
ABBV vs WCC
+138.4%
-3.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -3.0% | +0.3% |
| 7D | +0.1% | +3.3% | -3.3% | 0.0% |
| 30D | +5.6% | -9.4% | +15.0% | +5.7% |
| 3M | +18.7% | -10.5% | +29.2% | +18.8% |
| 6M | +47.4% | -10.4% | +57.8% | +47.6% |
| YTD | +33.0% | +34.4% | -1.5% | +29.5% |
| 1Y | +34.9% | +27.7% | +7.3% | +31.8% |
| All | +135.1% | +138.4% | -3.3% | +118.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling