+24.2%
ABBV vs WU
-11.2%
+35.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.7% |
| 7D | -2.0% | -5.0% | +3.0% | -1.6% |
| 30D | +2.0% | -2.3% | +4.2% | +2.1% |
| 3M | +14.2% | -3.2% | +17.4% | +15.0% |
| 6M | +14.1% | -25.0% | +39.1% | +16.3% |
| YTD | +14.2% | -21.7% | +35.9% | +16.0% |
| 1Y | +24.2% | -9.0% | +33.2% | +24.3% |
| All | +24.2% | -11.2% | +35.4% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling