+78.2%
AAPL vs ADBE
-54.7%
+132.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.1% |
| 7D | -3.0% | -8.9% | +5.9% | -0.9% |
| 30D | +2.3% | -6.6% | +8.9% | +3.7% |
| 3M | +8.6% | +7.1% | +1.5% | +6.1% |
| 6M | +21.6% | -9.8% | +31.3% | +23.0% |
| YTD | +16.3% | -27.2% | +43.5% | +24.2% |
| 1Y | +35.1% | -28.0% | +63.1% | +44.3% |
| All | +78.2% | -54.7% | +132.8% | +101.0% |
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 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