+1,254.4%
AAPL vs ADBE
+150.9%
+1,103.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +5.9% | +4.6% |
| 7D | -0.5% | -12.9% | +12.4% | +5.8% |
| 30D | +7.1% | -5.6% | +12.7% | +9.4% |
| 3M | +12.1% | +6.6% | +5.5% | +7.2% |
| 6M | +25.4% | -9.6% | +35.0% | +27.7% |
| YTD | +20.5% | -28.9% | +49.4% | +36.8% |
| 1Y | +44.5% | -28.9% | +73.5% | +63.1% |
| 3Y | +85.8% | -55.6% | +141.4% | +149.9% |
| 5Y | +124.8% | -62.2% | +187.0% | +215.3% |
| All | +1,254.4% | +150.9% | +1,103.5% | +745.4% |
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