+417.4%
WDC vs ABBV
+24.6%
+392.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.3% | +5.2% |
| 7D | +1.7% | +0.4% | +1.4% | +2.0% |
| 30D | -10.0% | +4.2% | -14.1% | -8.1% |
| 3M | -18.8% | +14.8% | -33.6% | -15.0% |
| 6M | +79.0% | +10.3% | +68.8% | +85.9% |
| YTD | +171.6% | +14.9% | +156.7% | +183.5% |
| 1Y | +417.4% | +24.1% | +393.2% | +423.9% |
| All | +417.4% | +24.6% | +392.8% | +423.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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