+217.4%
ABCL vs WTW
+6.3%
+211.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -0.8% |
| 7D | -3.3% | +2.0% | -5.3% | -3.0% |
| 30D | -7.1% | +12.9% | -20.0% | -5.9% |
| 3M | +4.7% | +0.7% | +4.0% | +5.7% |
| 6M | +140.9% | +39.5% | +101.4% | +141.7% |
| YTD | +236.0% | +3.1% | +232.9% | +247.8% |
| 1Y | +217.4% | +4.8% | +212.6% | +227.6% |
| All | +217.4% | +6.3% | +211.1% | +227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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