+151.4%
ADBE vs WTW
+198.0%
-46.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | -5.4% | -5.7% | +0.4% | -2.7% |
| 30D | -2.5% | -7.3% | +4.7% | +1.0% |
| 3M | +15.3% | +21.5% | -6.2% | +4.8% |
| 6M | -7.8% | +9.6% | -17.5% | -12.7% |
| YTD | -27.9% | -3.3% | -24.6% | -28.1% |
| 1Y | -28.0% | -6.1% | -21.9% | -27.3% |
| 3Y | -55.3% | +61.8% | -117.2% | -67.1% |
| 5Y | -61.7% | +42.7% | -104.4% | -70.0% |
| All | +151.4% | +198.0% | -46.6% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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