-59.8%
ADBE vs WM
+46.5%
-106.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 7D | -4.4% | +0.8% | -5.1% | -4.6% |
| 30D | -0.2% | +13.8% | -14.0% | -4.1% |
| 3M | -9.9% | +6.4% | -16.3% | -11.7% |
| 6M | -3.5% | +13.2% | -16.7% | -6.6% |
| YTD | -32.1% | +10.8% | -42.9% | -34.1% |
| 1Y | -28.7% | +20.2% | -48.9% | -32.3% |
| All | -59.8% | +46.5% | -106.2% | -63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling