+1,156.2%
ABBV vs WEC
+346.7%
+809.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +0.4% | -0.3% | +0.6% | +0.5% |
| 30D | +4.2% | -1.3% | +5.5% | +4.5% |
| 3M | +14.8% | -3.9% | +18.7% | +16.3% |
| 6M | +10.3% | -8.3% | +18.6% | +13.3% |
| YTD | +14.9% | +3.1% | +11.8% | +13.8% |
| 1Y | +24.1% | +1.9% | +22.2% | +23.2% |
| 3Y | +91.9% | +41.9% | +50.0% | +71.4% |
| 5Y | +176.0% | +30.8% | +145.3% | +150.6% |
| 10Y | +502.9% | +141.9% | +361.0% | +338.7% |
| All | +1,156.2% | +346.7% | +809.5% | +609.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling