+148.0%
ADBE vs WAT
+166.5%
-18.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.0% |
| 7D | -12.9% | -2.9% | -10.0% | -11.8% |
| 30D | -5.6% | -3.2% | -2.4% | -4.4% |
| 3M | +6.6% | +10.6% | -4.0% | +1.9% |
| 6M | -9.6% | +34.0% | -43.6% | -21.0% |
| YTD | -28.9% | +5.7% | -34.6% | -31.8% |
| 1Y | -28.9% | +37.1% | -66.0% | -39.7% |
| 3Y | -55.6% | +52.4% | -108.0% | -66.8% |
| 5Y | -62.2% | -4.4% | -57.8% | -64.4% |
| All | +148.0% | +166.5% | -18.5% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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