-54.9%
ADBE vs WEC
+40.3%
-95.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -1.0% |
| 7D | -8.9% | +0.4% | -9.3% | -8.9% |
| 30D | -6.6% | +0.9% | -7.5% | -6.5% |
| 3M | +7.1% | -5.3% | +12.5% | +6.6% |
| 6M | -9.8% | -6.6% | -3.2% | -10.1% |
| YTD | -27.2% | +3.3% | -30.4% | -27.3% |
| 1Y | -28.0% | +2.1% | -30.1% | -28.1% |
| All | -54.9% | +40.3% | -95.1% | -54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling