+151.4%
ADBE vs WPM
+558.4%
-407.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +1.2% |
| 7D | -5.4% | -0.6% | -4.8% | -5.3% |
| 30D | -2.5% | +14.4% | -16.9% | -3.9% |
| 3M | +15.3% | +37.0% | -21.7% | +11.4% |
| 6M | -7.8% | +4.1% | -12.0% | -8.6% |
| YTD | -27.9% | +31.7% | -59.7% | -31.1% |
| 1Y | -28.0% | +44.2% | -72.2% | -32.3% |
| 3Y | -55.3% | +265.5% | -320.8% | -63.8% |
| 5Y | -61.7% | +262.5% | -324.2% | -69.5% |
| All | +151.4% | +558.4% | -407.0% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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