-63.1%
ADBE vs WEC
+53.2%
-116.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -4.4% | -0.5% | -3.8% | -4.3% |
| 30D | -0.2% | +12.0% | -12.2% | -1.5% |
| 3M | -9.9% | +11.1% | -21.0% | -11.0% |
| 6M | -3.5% | +6.0% | -9.4% | -4.1% |
| YTD | -32.1% | +14.3% | -46.4% | -33.7% |
| 1Y | -28.7% | +8.0% | -36.7% | -29.6% |
| 3Y | -60.2% | +62.8% | -123.1% | -64.6% |
| 5Y | -63.1% | +55.3% | -118.4% | -64.6% |
| All | -63.1% | +53.2% | -116.2% | -64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling