+132.9%
ADBE vs WM
+331.3%
-198.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.4% |
| 7D | -3.2% | +1.2% | -4.4% | -3.8% |
| 30D | +1.0% | +15.2% | -14.3% | -6.4% |
| 3M | -7.8% | +8.3% | -16.1% | -11.7% |
| 6M | -1.0% | +13.1% | -14.1% | -7.3% |
| YTD | -31.8% | +12.5% | -44.4% | -36.4% |
| 1Y | -29.2% | +21.8% | -51.0% | -36.8% |
| 3Y | -60.1% | +48.8% | -108.8% | -69.1% |
| 5Y | -63.7% | +62.1% | -125.8% | -73.7% |
| All | +132.9% | +331.3% | -198.4% | -7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling