+499.9%
ABBV vs WPM
+545.0%
-45.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.7% | +5.3% | +1.7% |
| 7D | -2.0% | -3.6% | +1.6% | -1.9% |
| 30D | +2.0% | +12.5% | -10.5% | +1.6% |
| 3M | +14.2% | +40.6% | -26.4% | +12.9% |
| 6M | +14.1% | +0.5% | +13.5% | +13.9% |
| YTD | +14.2% | +29.0% | -14.8% | +12.9% |
| 1Y | +24.2% | +43.8% | -19.6% | +22.2% |
| 3Y | +89.8% | +266.3% | -176.5% | +80.8% |
| 5Y | +187.2% | +255.1% | -67.9% | +172.5% |
| All | +499.9% | +545.0% | -45.1% | +481.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling