+151.4%
ADBE vs WWD
+498.2%
-346.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.0% |
| 7D | -5.4% | -2.6% | -2.8% | -4.7% |
| 30D | -2.5% | -6.9% | +4.4% | -1.0% |
| 3M | +15.3% | -13.0% | +28.3% | +18.4% |
| 6M | -7.8% | -12.5% | +4.6% | -6.5% |
| YTD | -27.9% | +11.8% | -39.8% | -32.4% |
| 1Y | -28.0% | +41.1% | -69.1% | -37.5% |
| 3Y | -55.3% | +163.1% | -218.4% | -68.7% |
| 5Y | -61.7% | +187.6% | -249.4% | -74.4% |
| All | +151.4% | +498.2% | -346.8% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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