+1,348.4%
ABBV vs WMB
+317.4%
+1,031.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | +2.8% | -6.9% | +9.7% | +4.0% |
| 30D | +7.0% | -7.2% | +14.1% | +8.2% |
| 3M | +19.2% | -5.4% | +24.7% | +20.0% |
| 6M | +47.8% | -4.9% | +52.6% | +48.4% |
| YTD | +32.5% | +14.7% | +17.8% | +28.3% |
| 1Y | +38.4% | +14.7% | +23.7% | +34.0% |
| 3Y | +134.3% | +116.4% | +17.9% | +99.5% |
| 5Y | +200.6% | +198.5% | +2.1% | +138.8% |
| 10Y | +590.1% | +266.3% | +323.8% | +402.3% |
| All | +1,348.4% | +317.4% | +1,031.0% | +838.8% |
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 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