-55.9%
ADBE vs WPM
+259.8%
-315.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.3% | -2.4% |
| 7D | -12.9% | -3.6% | -9.3% | -13.0% |
| 30D | -5.6% | +12.5% | -18.1% | -5.4% |
| 3M | +6.6% | +40.6% | -34.0% | +7.6% |
| 6M | -9.6% | +0.5% | -10.1% | -8.8% |
| YTD | -28.9% | +29.0% | -57.9% | -28.9% |
| 1Y | -28.9% | +43.8% | -72.7% | -29.3% |
| All | -55.9% | +259.8% | -315.7% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling