-62.2%
ADBE vs WBD
+5.3%
-67.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | -12.9% | -0.6% | -12.3% | -12.8% |
| 30D | -5.6% | +4.2% | -9.8% | -6.1% |
| 3M | +6.6% | +7.5% | -0.9% | +5.5% |
| 6M | -9.6% | +1.6% | -11.1% | -9.8% |
| YTD | -28.9% | -2.2% | -26.8% | -28.8% |
| 1Y | -28.9% | +124.9% | -153.8% | -36.9% |
| 3Y | -55.6% | +149.1% | -204.7% | -62.5% |
| 5Y | -62.2% | +7.8% | -70.1% | -65.3% |
| All | -62.2% | +5.3% | -67.5% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 5y: compounded portfolio wealth divided by compounded WBD 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…
5y analysis · Full analysis span regression · 6 months rolling