+821.1%
ADBE vs WBD
+291.3%
+529.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -10.1% | -0.7% | -9.4% | -9.9% |
| 30D | -3.0% | +5.0% | -8.0% | -4.1% |
| 3M | +5.0% | +6.2% | -1.2% | +3.4% |
| 6M | -9.3% | +0.6% | -9.9% | -9.5% |
| YTD | -26.5% | -2.4% | -24.1% | -26.2% |
| 1Y | -28.3% | +127.7% | -156.0% | -42.3% |
| 3Y | -54.1% | +148.4% | -202.5% | -66.4% |
| 5Y | -61.2% | +4.2% | -65.4% | -66.5% |
| 10Y | +152.5% | +10.8% | +141.7% | +76.0% |
| All | +821.1% | +291.3% | +529.8% | +203.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling