+991.6%
WDC vs ADBE
-61.7%
+1,053.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +1.2% |
| 7D | +7.5% | -8.9% | +16.4% | +9.2% |
| 30D | +10.1% | -6.6% | +16.7% | +11.0% |
| 3M | -6.8% | +7.1% | -14.0% | -10.2% |
| 6M | +84.1% | -9.8% | +93.9% | +85.4% |
| YTD | +180.3% | -27.2% | +207.4% | +203.0% |
| 1Y | +411.1% | -28.0% | +439.1% | +449.4% |
| 3Y | +1,375.0% | -54.5% | +1,429.5% | +1,755.0% |
| 5Y | +991.6% | -61.5% | +1,053.0% | +1,078.0% |
| All | +991.6% | -61.7% | +1,053.2% | +1,078.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling