+200.9%
ABBV vs WMB
+180.7%
+20.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.1% |
| 7D | -1.2% | -13.8% | +12.6% | +1.1% |
| 30D | +8.0% | -10.3% | +18.3% | +9.7% |
| 3M | +20.2% | -10.1% | +30.2% | +21.8% |
| 6M | +44.0% | -11.8% | +55.8% | +46.3% |
| YTD | +31.3% | +8.9% | +22.4% | +28.3% |
| 1Y | +37.0% | +14.0% | +23.0% | +32.7% |
| 3Y | +128.0% | +100.5% | +27.4% | +95.1% |
| All | +200.9% | +180.7% | +20.3% | +144.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling