+99.2%
WMT vs ADBE
-55.7%
+154.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.1% |
| 7D | -2.5% | -12.9% | +10.4% | -1.5% |
| 30D | -6.4% | -5.6% | -0.8% | -6.1% |
| 3M | -12.1% | +6.6% | -18.7% | -12.7% |
| 6M | -15.0% | -9.6% | -5.4% | -14.6% |
| YTD | -4.5% | -28.9% | +24.4% | -2.2% |
| 1Y | +6.2% | -28.9% | +35.1% | +8.7% |
| All | +99.2% | -55.7% | +154.9% | +106.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling