+30.8%
ABBV vs WPM
+21.9%
+8.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +1.3% | -3.6% | +4.8% | +1.3% |
| 30D | +4.7% | +1.4% | +3.3% | +4.6% |
| 3M | +18.3% | -0.2% | +18.5% | +18.2% |
| 6M | +43.4% | -7.3% | +50.7% | +43.5% |
| YTD | +33.0% | +12.3% | +20.6% | +35.1% |
| 1Y | +30.8% | +24.9% | +5.9% | +33.4% |
| All | +30.8% | +21.9% | +8.9% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling