+5.3%
WMT vs ADBE
-28.9%
+34.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | 0.0% | +1.3% |
| 7D | 0.0% | -5.4% | +5.4% | +0.1% |
| 30D | -7.4% | -2.5% | -4.9% | -7.3% |
| 3M | -10.9% | +15.3% | -26.1% | -10.7% |
| 6M | -12.7% | -7.8% | -4.8% | -13.7% |
| YTD | -3.2% | -27.9% | +24.7% | -6.1% |
| 1Y | +5.3% | -28.0% | +33.3% | +3.2% |
| All | +5.3% | -28.9% | +34.1% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling