-61.5%
ADBE vs WFC
+131.0%
-192.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.9% | -1.5% |
| 7D | -8.9% | +0.4% | -9.4% | -9.0% |
| 30D | -6.6% | +2.5% | -9.1% | -7.4% |
| 3M | +7.1% | +10.0% | -2.8% | +3.8% |
| 6M | -9.8% | +15.1% | -24.8% | -14.1% |
| YTD | -27.2% | -2.2% | -25.0% | -27.2% |
| 1Y | -28.0% | +13.5% | -41.5% | -31.6% |
| 3Y | -54.5% | +135.2% | -189.7% | -67.5% |
| 5Y | -61.5% | +128.3% | -189.8% | -71.9% |
| All | -61.5% | +131.0% | -192.5% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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