+129.2%
ADBE vs WMB
+278.0%
-148.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.1% |
| 7D | -4.4% | +1.6% | -5.9% | -4.8% |
| 30D | -0.2% | -7.1% | +6.9% | +1.0% |
| 3M | -9.9% | -4.0% | -5.9% | -9.7% |
| 6M | -3.5% | -5.7% | +2.3% | -3.3% |
| YTD | -32.1% | +17.2% | -49.3% | -36.0% |
| 1Y | -28.7% | +17.2% | -45.9% | -32.9% |
| 3Y | -60.2% | +121.1% | -181.3% | -69.1% |
| 5Y | -63.1% | +197.2% | -260.2% | -73.8% |
| 10Y | +129.2% | +280.9% | -151.8% | +41.4% |
| All | +129.2% | +278.0% | -148.9% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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