+991.6%
WDC vs ABBV
+175.4%
+816.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.2% | +1.0% |
| 7D | +7.5% | -4.1% | +11.6% | +7.7% |
| 30D | +10.1% | +1.2% | +8.9% | +9.9% |
| 3M | -6.8% | +12.1% | -18.9% | -8.7% |
| 6M | +84.1% | +12.0% | +72.1% | +80.1% |
| YTD | +180.3% | +12.4% | +167.8% | +173.6% |
| 1Y | +411.1% | +22.9% | +388.1% | +387.6% |
| 3Y | +1,375.0% | +86.8% | +1,288.2% | +1,161.6% |
| 5Y | +991.6% | +181.0% | +810.5% | +740.8% |
| All | +991.6% | +175.4% | +816.1% | +740.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling