+495.1%
ABBV vs WM
+305.9%
+189.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.9% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | +4.2% | -2.4% | +6.5% | +5.2% |
| 3M | +14.8% | +0.4% | +14.4% | +14.4% |
| 6M | +10.3% | -9.5% | +19.7% | +14.8% |
| YTD | +14.9% | +0.5% | +14.4% | +13.9% |
| 1Y | +24.1% | -1.1% | +25.2% | +23.7% |
| 3Y | +91.9% | +46.0% | +45.9% | +56.1% |
| 5Y | +176.0% | +51.8% | +124.2% | +117.2% |
| All | +495.1% | +305.9% | +189.2% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling