+1,156.2%
ABBV vs WMB
+355.5%
+800.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.6% | -1.5% |
| 7D | +0.4% | +0.6% | -0.2% | +0.3% |
| 30D | +4.2% | +3.3% | +0.9% | +3.5% |
| 3M | +14.8% | +3.1% | +11.7% | +14.0% |
| 6M | +10.3% | -0.7% | +11.0% | +10.2% |
| YTD | +14.9% | +25.2% | -10.3% | +9.9% |
| 1Y | +24.1% | +32.9% | -8.7% | +17.1% |
| 3Y | +91.9% | +140.6% | -48.6% | +60.6% |
| 5Y | +176.0% | +273.5% | -97.4% | +110.7% |
| 10Y | +502.9% | +334.2% | +168.7% | +328.0% |
| All | +1,156.2% | +355.5% | +800.7% | +703.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling