-3.5%
ADBE vs WMB
-3.3%
-0.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +1.3% |
| 7D | -4.4% | +1.6% | -5.9% | -3.8% |
| 30D | -0.2% | -7.1% | +6.9% | -2.9% |
| 3M | -9.9% | -4.0% | -5.9% | -10.8% |
| 6M | -3.5% | -5.7% | +2.3% | -5.4% |
| All | -3.5% | -3.3% | -0.2% | -5.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling