-25.9%
ADBE vs WM
+21.9%
-47.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | +0.3% |
| 7D | -0.5% | +5.9% | -6.4% | -2.9% |
| 30D | +4.1% | +15.4% | -11.3% | -1.6% |
| 3M | -3.5% | +6.3% | -9.8% | -6.1% |
| 6M | -2.2% | +5.6% | -7.7% | -4.0% |
| YTD | -29.0% | +9.9% | -38.9% | -30.9% |
| 1Y | -25.9% | +20.8% | -46.7% | -28.6% |
| All | -25.9% | +21.9% | -47.8% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling