+30.0%
ABBV vs WWD
+23.9%
+6.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.2% |
| 7D | +2.2% | +8.2% | -6.0% | +2.2% |
| 30D | +8.0% | -0.2% | +8.2% | +8.0% |
| 3M | +19.1% | -8.4% | +27.5% | +19.2% |
| 6M | +43.5% | -9.5% | +53.1% | +43.2% |
| YTD | +32.7% | +10.1% | +22.7% | +31.3% |
| 1Y | +30.0% | +21.6% | +8.5% | +27.7% |
| All | +30.0% | +23.9% | +6.1% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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