+137.3%
ADBE vs WMB
+282.5%
-145.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +1.6% | +7.8% | -6.2% | -0.1% |
| 30D | +1.0% | -5.1% | +6.1% | +1.7% |
| 3M | -10.1% | -4.7% | -5.4% | -9.7% |
| 6M | +3.0% | -7.4% | +10.4% | +3.7% |
| YTD | -30.5% | +17.5% | -48.0% | -34.6% |
| 1Y | -27.1% | +19.5% | -46.6% | -31.8% |
| 3Y | -58.8% | +121.3% | -180.1% | -68.0% |
| 5Y | -63.0% | +200.5% | -263.6% | -73.8% |
| All | +137.3% | +282.5% | -145.2% | +46.4% |
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