+499.9%
ABBV vs WU
-39.5%
+539.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.8% |
| 7D | -2.0% | -5.0% | +3.0% | -0.9% |
| 30D | +2.0% | -2.3% | +4.2% | +2.4% |
| 3M | +14.2% | -3.2% | +17.4% | +14.2% |
| 6M | +14.1% | -25.0% | +39.1% | +20.4% |
| YTD | +14.2% | -21.7% | +35.9% | +19.0% |
| 1Y | +24.2% | -9.0% | +33.2% | +24.4% |
| 3Y | +89.8% | -28.9% | +118.7% | +99.0% |
| 5Y | +187.2% | -51.0% | +238.2% | +227.2% |
| All | +499.9% | -39.5% | +539.3% | +506.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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