-61.5%
ADBE vs WU
-51.4%
-10.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.7% |
| 7D | -8.9% | -4.9% | -4.0% | -7.7% |
| 30D | -6.6% | -1.3% | -5.4% | -6.3% |
| 3M | +7.1% | -3.6% | +10.7% | +7.3% |
| 6M | -9.8% | -24.3% | +14.6% | -3.8% |
| YTD | -27.2% | -21.1% | -6.1% | -23.2% |
| 1Y | -28.0% | -10.3% | -17.7% | -26.8% |
| 3Y | -54.5% | -28.4% | -26.2% | -52.1% |
| 5Y | -61.5% | -51.2% | -10.3% | -57.7% |
| All | -61.5% | -51.4% | -10.1% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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