+134.7%
ABBV vs WPM
+215.3%
-80.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | -0.1% |
| 7D | +2.2% | -0.5% | +2.7% | +2.2% |
| 30D | +8.0% | -3.1% | +11.1% | +8.0% |
| 3M | +19.1% | -2.2% | +21.2% | +18.9% |
| 6M | +43.5% | -7.4% | +50.9% | +43.8% |
| YTD | +32.7% | +12.6% | +20.1% | +30.6% |
| 1Y | +30.0% | +22.8% | +7.2% | +27.1% |
| All | +134.7% | +215.3% | -80.7% | +123.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling