+85.2%
ABBV vs WMB
+148.7%
-63.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -3.4% |
| 7D | -4.3% | +0.8% | -5.1% | -4.4% |
| 30D | +1.1% | +7.7% | -6.6% | -0.3% |
| 3M | +12.3% | +6.7% | +5.6% | +10.9% |
| 6M | +9.8% | +3.6% | +6.2% | +8.9% |
| YTD | +11.5% | +28.0% | -16.5% | +6.9% |
| 1Y | +22.3% | +37.6% | -15.4% | +15.5% |
| 3Y | +85.2% | +149.0% | -63.9% | +51.9% |
| All | +85.2% | +148.7% | -63.6% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling