-63.1%
ADBE vs WWD
+191.3%
-254.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.1% |
| 7D | -4.4% | +3.7% | -8.1% | -5.1% |
| 30D | -0.2% | +1.8% | -2.0% | -0.8% |
| 3M | -9.9% | -5.0% | -4.9% | -9.3% |
| 6M | -3.5% | -8.4% | +4.9% | -3.2% |
| YTD | -32.1% | +12.3% | -44.4% | -37.5% |
| 1Y | -28.7% | +26.2% | -54.9% | -37.4% |
| 3Y | -60.2% | +154.6% | -214.8% | -75.2% |
| 5Y | -63.1% | +195.3% | -258.3% | -79.4% |
| All | -63.1% | +191.3% | -254.4% | -79.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling