+156.4%
ADBE vs WMB
+315.8%
-159.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -8.9% | 0.0% | -8.9% | -8.9% |
| 30D | -6.6% | +4.6% | -11.2% | -7.8% |
| 3M | +7.1% | +5.7% | +1.4% | +5.1% |
| 6M | -9.8% | +4.2% | -14.0% | -11.4% |
| YTD | -27.2% | +26.8% | -54.0% | -32.4% |
| 1Y | -28.0% | +34.7% | -62.7% | -34.4% |
| 3Y | -54.5% | +146.8% | -201.3% | -65.6% |
| 5Y | -61.5% | +285.0% | -346.5% | -74.5% |
| 10Y | +156.4% | +313.2% | -156.7% | +55.7% |
| All | +156.4% | +315.8% | -159.4% | +55.7% |
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