+1,156.2%
ABBV vs WU
+4.2%
+1,151.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -1.2% |
| 7D | +0.4% | -0.8% | +1.2% | +0.6% |
| 30D | +4.2% | -1.1% | +5.3% | +4.4% |
| 3M | +14.8% | -3.9% | +18.7% | +15.0% |
| 6M | +10.3% | -20.7% | +30.9% | +15.5% |
| YTD | +14.9% | -18.4% | +33.3% | +19.1% |
| 1Y | +24.1% | -8.1% | +32.2% | +24.1% |
| 3Y | +91.9% | -24.2% | +116.1% | +98.9% |
| 5Y | +176.0% | -50.4% | +226.5% | +217.5% |
| 10Y | +502.9% | -40.0% | +543.0% | +518.8% |
| All | +1,156.2% | +4.2% | +1,151.9% | +1,070.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling