+22,327.1%
ADBE vs WM
+26,336.4%
-4,009.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.4% |
| 7D | -8.6% | -0.3% | -8.3% | -8.5% |
| 30D | +2.8% | -2.4% | +5.1% | +3.4% |
| 3M | +3.1% | +0.4% | +2.7% | +3.0% |
| 6M | -2.4% | -9.5% | +7.1% | 0.0% |
| YTD | -23.9% | +0.5% | -24.4% | -24.1% |
| 1Y | -22.6% | -1.1% | -21.5% | -22.6% |
| 3Y | -52.7% | +46.0% | -98.7% | -57.6% |
| 5Y | -60.0% | +51.8% | -111.8% | -64.6% |
| 10Y | +157.3% | +307.5% | -150.2% | +79.3% |
| All | +22,327.1% | +26,336.4% | -4,009.3% | +9,496.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling