+148.0%
ADBE vs WCN
+235.2%
-87.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.2% | -1.7% |
| 7D | -12.9% | -4.4% | -8.5% | -10.3% |
| 30D | -5.6% | -4.4% | -1.2% | -2.8% |
| 3M | +6.6% | +0.5% | +6.1% | +6.6% |
| 6M | -9.6% | -3.3% | -6.3% | -8.1% |
| YTD | -28.9% | -8.5% | -20.4% | -25.5% |
| 1Y | -28.9% | -8.9% | -20.0% | -25.5% |
| 3Y | -55.6% | +18.0% | -73.6% | -62.4% |
| 5Y | -62.2% | +25.0% | -87.3% | -69.8% |
| All | +148.0% | +235.2% | -87.2% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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