+137.3%
ADBE vs WAB
+266.7%
-129.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.8% | +2.1% |
| 7D | +1.6% | +5.1% | -3.5% | +0.1% |
| 30D | +1.0% | +4.0% | -3.0% | -0.4% |
| 3M | -10.1% | +0.1% | -10.2% | -10.6% |
| 6M | +3.0% | +12.8% | -9.8% | -2.0% |
| YTD | -30.5% | +40.1% | -70.6% | -38.8% |
| 1Y | -27.1% | +46.4% | -73.5% | -36.8% |
| 3Y | -58.8% | +167.4% | -226.2% | -70.9% |
| 5Y | -63.0% | +215.0% | -278.1% | -75.4% |
| All | +137.3% | +266.7% | -129.3% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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