-61.4%
ADBE vs WEC
+30.6%
-92.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | -12.9% | -1.3% | -11.7% | -12.8% |
| 30D | -5.6% | -0.4% | -5.3% | -5.6% |
| 3M | +6.6% | -6.8% | +13.4% | +7.4% |
| 6M | -9.6% | -6.4% | -3.2% | -9.1% |
| YTD | -28.9% | +2.5% | -31.4% | -29.6% |
| 1Y | -28.9% | -0.4% | -28.5% | -29.4% |
| 3Y | -55.6% | +38.5% | -94.1% | -59.1% |
| All | -61.4% | +30.6% | -92.1% | -62.8% |
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