+22,327.1%
ADBE vs WFC
+8,676.2%
+13,650.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.6% | -7.0% |
| 7D | -8.6% | +3.8% | -12.4% | -9.8% |
| 30D | +2.8% | +1.5% | +1.3% | +2.1% |
| 3M | +3.1% | +10.9% | -7.7% | -0.8% |
| 6M | -2.4% | +8.4% | -10.8% | -5.8% |
| YTD | -23.9% | -1.9% | -22.0% | -24.2% |
| 1Y | -22.6% | +12.3% | -34.9% | -26.6% |
| 3Y | -52.7% | +132.3% | -185.0% | -65.9% |
| 5Y | -60.0% | +130.1% | -190.1% | -71.6% |
| 10Y | +157.3% | +134.4% | +22.9% | +66.9% |
| All | +22,327.1% | +8,676.2% | +13,650.9% | +2,000.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling