+158.7%
ADBE vs WM
+305.9%
-147.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.1% |
| 7D | -8.6% | -0.3% | -8.3% | -8.4% |
| 30D | +2.8% | -2.4% | +5.1% | +4.0% |
| 3M | +3.1% | +0.4% | +2.7% | +2.9% |
| 6M | -2.4% | -9.5% | +7.1% | +2.5% |
| YTD | -23.9% | +0.5% | -24.4% | -24.5% |
| 1Y | -22.6% | -1.1% | -21.5% | -22.9% |
| 3Y | -52.7% | +46.0% | -98.7% | -63.4% |
| 5Y | -60.0% | +51.8% | -111.8% | -70.1% |
| All | +158.7% | +305.9% | -147.1% | +8.3% |
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