-64.5%
ADBE vs WMB
+191.1%
-255.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.3% |
| 7D | -5.6% | -6.7% | +1.0% | -4.9% |
| 30D | -2.0% | -8.6% | +6.5% | -1.2% |
| 3M | -10.5% | -4.9% | -5.6% | -10.4% |
| 6M | -6.2% | -6.3% | +0.1% | -6.4% |
| YTD | -32.2% | +13.0% | -45.2% | -35.6% |
| 1Y | -27.4% | +14.9% | -42.3% | -31.5% |
| 3Y | -58.9% | +113.4% | -172.3% | -68.8% |
| 5Y | -64.5% | +190.2% | -254.6% | -74.9% |
| All | -64.5% | +191.1% | -255.5% | -74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling