+30.8%
ABBV vs WMB
+17.3%
+13.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +1.3% | +7.8% | -6.5% | +0.6% |
| 30D | +4.7% | -5.1% | +9.8% | +5.1% |
| 3M | +18.3% | -4.7% | +23.1% | +18.4% |
| 6M | +43.4% | -7.4% | +50.8% | +44.1% |
| YTD | +33.0% | +17.5% | +15.5% | +29.3% |
| 1Y | +30.8% | +19.5% | +11.3% | +26.8% |
| All | +30.8% | +17.3% | +13.5% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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