+202.1%
ABBV vs WM
+60.7%
+141.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.9% | 0.0% |
| 7D | +0.1% | +0.8% | -0.7% | -0.2% |
| 30D | +5.6% | +13.8% | -8.2% | +1.0% |
| 3M | +18.7% | +6.4% | +12.3% | +16.0% |
| 6M | +47.4% | +13.2% | +34.2% | +41.1% |
| YTD | +33.0% | +10.8% | +22.2% | +27.7% |
| 1Y | +34.9% | +20.2% | +14.7% | +25.9% |
| 3Y | +135.2% | +46.5% | +88.7% | +101.8% |
| 5Y | +202.1% | +61.3% | +140.8% | +149.2% |
| All | +202.1% | +60.7% | +141.4% | +149.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling