+499.9%
ABBV vs WEC
+146.6%
+353.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | -2.0% | -1.3% | -0.7% | -1.6% |
| 30D | +2.0% | -0.4% | +2.3% | +2.0% |
| 3M | +14.2% | -6.8% | +21.0% | +16.6% |
| 6M | +14.1% | -6.4% | +20.5% | +16.3% |
| YTD | +14.2% | +2.5% | +11.8% | +13.4% |
| 1Y | +24.2% | -0.4% | +24.6% | +24.2% |
| 3Y | +89.8% | +38.5% | +51.3% | +72.0% |
| 5Y | +187.2% | +31.7% | +155.5% | +162.1% |
| All | +499.9% | +146.6% | +353.3% | +404.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WEC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling