+620.3%
ADBE vs WU
-19.6%
+639.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.8% | -6.3% |
| 7D | -8.6% | -0.8% | -7.8% | -8.3% |
| 30D | +2.8% | -1.1% | +3.9% | +3.2% |
| 3M | +3.1% | -3.9% | +7.0% | +3.2% |
| 6M | -2.4% | -20.7% | +18.2% | +5.5% |
| YTD | -23.9% | -18.4% | -5.5% | -18.7% |
| 1Y | -22.6% | -8.1% | -14.5% | -22.0% |
| 3Y | -52.7% | -24.2% | -28.5% | -49.9% |
| 5Y | -60.0% | -50.4% | -9.6% | -50.5% |
| 10Y | +157.3% | -40.0% | +197.4% | +177.6% |
| All | +620.3% | -19.6% | +639.9% | +498.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling