+148.0%
ADBE vs WAB
+292.7%
-144.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.3% |
| 7D | -12.9% | -0.2% | -12.7% | -12.9% |
| 30D | -5.6% | -5.9% | +0.2% | -4.1% |
| 3M | +6.6% | +9.4% | -2.8% | +2.9% |
| 6M | -9.6% | +13.8% | -23.4% | -14.4% |
| YTD | -28.9% | +31.8% | -60.7% | -36.0% |
| 1Y | -28.9% | +48.5% | -77.5% | -38.6% |
| 3Y | -55.6% | +167.0% | -222.5% | -68.5% |
| 5Y | -62.2% | +222.3% | -284.6% | -74.8% |
| All | +148.0% | +292.7% | -144.6% | +42.8% |
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