+120.2%
ADBE vs WM
+339.4%
-219.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -1.8% |
| 7D | -4.4% | +1.2% | -5.6% | -5.0% |
| 30D | +2.8% | +13.1% | -10.3% | -3.7% |
| 3M | -8.0% | +3.6% | -11.7% | -9.8% |
| 6M | -4.3% | +8.1% | -12.4% | -8.3% |
| YTD | -31.6% | +8.9% | -40.5% | -35.1% |
| 1Y | -26.9% | +20.3% | -47.2% | -34.3% |
| 3Y | -57.7% | +46.2% | -103.8% | -66.9% |
| 5Y | -63.9% | +59.9% | -123.8% | -73.7% |
| All | +120.2% | +339.4% | -219.2% | -6.1% |
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