+1,228.2%
WDC vs ADBE
+150.9%
+1,077.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.4% | -2.1% | -3.6% |
| 7D | +4.4% | -12.9% | +17.3% | +9.4% |
| 30D | +5.3% | -5.6% | +10.9% | +6.5% |
| 3M | -5.9% | +6.6% | -12.5% | -12.1% |
| 6M | +73.2% | -9.6% | +82.8% | +70.7% |
| YTD | +167.8% | -28.9% | +196.8% | +191.8% |
| 1Y | +386.0% | -28.9% | +414.9% | +422.5% |
| 3Y | +1,309.7% | -55.6% | +1,365.3% | +1,739.0% |
| 5Y | +957.1% | -62.2% | +1,019.3% | +1,318.6% |
| All | +1,228.2% | +150.9% | +1,077.3% | +487.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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