+170.8%
ABBV vs WMB
+282.7%
-111.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -3.4% |
| 7D | -4.3% | +0.8% | -5.1% | -4.5% |
| 30D | +1.1% | +7.7% | -6.6% | -0.4% |
| 3M | +12.3% | +6.7% | +5.6% | +10.8% |
| 6M | +9.8% | +3.6% | +6.2% | +8.8% |
| YTD | +11.5% | +28.0% | -16.5% | +6.3% |
| 1Y | +22.3% | +37.6% | -15.4% | +14.8% |
| 3Y | +85.2% | +149.0% | -63.9% | +53.2% |
| 5Y | +170.8% | +285.3% | -114.5% | +103.7% |
| All | +170.8% | +282.7% | -111.8% | +103.7% |
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