+1,228.2%
WDC vs ABT
+205.4%
+1,022.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -3.8% |
| 7D | +4.4% | -5.0% | +9.4% | +6.4% |
| 30D | +5.3% | -5.8% | +11.1% | +7.4% |
| 3M | -5.9% | +16.7% | -22.7% | -14.0% |
| 6M | +73.2% | -5.2% | +78.5% | +74.2% |
| YTD | +167.8% | -16.0% | +183.8% | +184.1% |
| 1Y | +386.0% | -18.3% | +404.2% | +418.6% |
| 3Y | +1,309.7% | +9.2% | +1,300.5% | +1,129.6% |
| 5Y | +957.1% | -11.6% | +968.7% | +933.4% |
| All | +1,228.2% | +205.4% | +1,022.7% | +573.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 10y: compounded portfolio wealth divided by compounded ABT 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…
10y analysis · Full analysis span regression · 6 months rolling