-63.7%
ADBE vs WFC
+91.5%
-155.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.2% | +1.7% | -4.9% | -3.7% |
| 30D | +1.0% | +6.8% | -5.9% | -1.1% |
| 3M | -7.8% | -3.0% | -4.8% | -7.1% |
| 6M | -1.0% | +15.4% | -16.4% | -5.8% |
| YTD | -31.8% | -5.9% | -25.9% | -31.1% |
| 1Y | -29.2% | +1.7% | -30.9% | -30.4% |
| 3Y | -60.1% | +124.9% | -185.0% | -71.4% |
| 5Y | -63.7% | +90.5% | -154.2% | -72.3% |
| All | -63.7% | +91.5% | -155.3% | -72.3% |
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