+38.4%
ABBV vs WM
+20.3%
+18.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +2.8% | +1.2% | +1.6% | +2.4% |
| 30D | +7.0% | +13.7% | -6.7% | +3.0% |
| 3M | +19.2% | +5.2% | +14.0% | +17.2% |
| 6M | +47.8% | +11.2% | +36.6% | +43.7% |
| YTD | +32.5% | +9.4% | +23.0% | +30.1% |
| 1Y | +38.4% | +20.4% | +18.0% | +29.5% |
| All | +38.4% | +20.3% | +18.1% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling