-61.3%
ADBE vs WPM
+266.2%
-327.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | -8.9% | +3.9% | -12.8% | -9.2% |
| 30D | -6.6% | +17.7% | -24.3% | -7.9% |
| 3M | +7.1% | +39.4% | -32.3% | +4.2% |
| 6M | -9.8% | +6.4% | -16.2% | -10.2% |
| YTD | -27.2% | +34.0% | -61.2% | -30.3% |
| 1Y | -28.0% | +50.5% | -78.5% | -32.6% |
| 3Y | -54.5% | +280.3% | -334.8% | -65.6% |
| All | -61.3% | +266.2% | -327.5% | -72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling