+503.3%
ABBV vs WING
+405.9%
+97.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -1.4% |
| 7D | +0.4% | -3.9% | +4.2% | +0.6% |
| 30D | +4.2% | -11.6% | +15.7% | +4.8% |
| 3M | +14.8% | -24.2% | +39.0% | +16.4% |
| 6M | +10.3% | -54.1% | +64.3% | +15.2% |
| YTD | +14.9% | -53.9% | +68.8% | +19.4% |
| 1Y | +24.1% | -64.4% | +88.5% | +31.1% |
| 3Y | +91.9% | -30.2% | +122.1% | +85.6% |
| 5Y | +176.0% | -34.1% | +210.2% | +162.5% |
| 10Y | +502.9% | +342.1% | +160.8% | +326.9% |
| All | +503.3% | +405.9% | +97.5% | +309.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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