-54.1%
ADBE vs WAT
+49.0%
-103.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -3.1% |
| 7D | -10.1% | -0.7% | -9.4% | -9.9% |
| 30D | -3.0% | -1.0% | -2.0% | -2.8% |
| 3M | +5.0% | +10.9% | -5.9% | +2.7% |
| 6M | -9.3% | +33.2% | -42.5% | -14.7% |
| YTD | -26.5% | +6.1% | -32.6% | -27.9% |
| 1Y | -28.3% | +30.2% | -58.5% | -32.8% |
| 3Y | -54.1% | +52.9% | -107.0% | -58.0% |
| All | -54.1% | +49.0% | -103.1% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling