+135.1%
ABBV vs WM
+48.6%
+86.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +1.3% | +3.2% | -1.9% | +0.4% |
| 30D | +4.7% | +13.0% | -8.3% | +0.9% |
| 3M | +18.3% | +9.2% | +9.1% | +15.1% |
| 6M | +43.4% | +13.6% | +29.7% | +37.9% |
| YTD | +33.0% | +12.4% | +20.6% | +27.9% |
| 1Y | +30.8% | +21.2% | +9.6% | +23.0% |
| 3Y | +135.1% | +48.7% | +86.4% | +105.4% |
| All | +135.1% | +48.6% | +86.5% | +105.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling