+19,870.7%
ADBE vs WMB
+4,987.0%
+14,883.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.5% |
| 7D | -5.6% | -6.7% | +1.0% | -4.6% |
| 30D | -2.0% | -8.6% | +6.5% | -0.8% |
| 3M | -10.5% | -4.9% | -5.6% | -10.1% |
| 6M | -6.2% | -6.3% | +0.1% | -5.9% |
| YTD | -32.2% | +13.0% | -45.2% | -34.5% |
| 1Y | -27.4% | +14.9% | -42.3% | -30.1% |
| 3Y | -58.9% | +113.4% | -172.3% | -65.0% |
| 5Y | -64.5% | +190.2% | -254.6% | -71.4% |
| 10Y | +120.0% | +259.9% | -139.8% | +63.5% |
| All | +19,870.7% | +4,987.0% | +14,883.8% | +5,922.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling