+8,919.3%
WMT vs ADBE
+21,548.7%
-12,629.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.6% |
| 7D | +0.1% | -10.1% | +10.2% | +1.5% |
| 30D | -5.0% | -3.0% | -2.0% | -4.7% |
| 3M | -11.3% | +5.0% | -16.3% | -12.2% |
| 6M | -13.8% | -9.3% | -4.5% | -13.3% |
| YTD | -4.2% | -26.5% | +22.3% | -1.2% |
| 1Y | +4.6% | -28.3% | +32.8% | +8.0% |
| 3Y | +100.5% | -54.1% | +154.6% | +116.7% |
| 5Y | +129.7% | -61.2% | +190.9% | +148.9% |
| 10Y | +423.4% | +152.5% | +270.9% | +334.0% |
| All | +8,919.3% | +21,548.7% | -12,629.4% | +2,696.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling