+127.4%
ADBE vs WM
+329.9%
-202.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -3.8% | +1.2% | -5.0% | -4.4% |
| 30D | -2.3% | +13.7% | -16.0% | -8.7% |
| 3M | -13.3% | +5.2% | -18.5% | -15.6% |
| 6M | -6.5% | +11.2% | -17.6% | -11.6% |
| YTD | -32.4% | +9.4% | -41.8% | -35.9% |
| 1Y | -28.0% | +20.4% | -48.4% | -35.3% |
| 3Y | -60.4% | +44.7% | -105.0% | -68.9% |
| 5Y | -63.4% | +58.5% | -121.9% | -73.2% |
| 10Y | +127.4% | +326.4% | -198.9% | -7.0% |
| All | +127.4% | +329.9% | -202.4% | -7.0% |
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