+137.3%
ADBE vs WEC
+197.9%
-60.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.7% |
| 7D | +1.6% | +2.3% | -0.7% | +1.0% |
| 30D | +1.0% | +11.1% | -10.1% | -1.5% |
| 3M | -10.1% | +8.4% | -18.6% | -11.9% |
| 6M | +3.0% | +7.5% | -4.5% | +1.0% |
| YTD | -30.5% | +15.3% | -45.9% | -33.4% |
| 1Y | -27.1% | +9.7% | -36.9% | -29.2% |
| 3Y | -58.8% | +64.7% | -123.5% | -64.9% |
| 5Y | -63.0% | +57.3% | -120.3% | -68.1% |
| All | +137.3% | +197.9% | -60.6% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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