+1,310.9%
ADBE vs A
+457.0%
+853.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.6% | -7.3% | -7.0% |
| 7D | -8.6% | -1.9% | -6.6% | -7.8% |
| 30D | +2.8% | +6.9% | -4.1% | -0.2% |
| 3M | +3.1% | +9.2% | -6.1% | -1.1% |
| 6M | -2.4% | +25.7% | -28.1% | -12.8% |
| YTD | -23.9% | +11.5% | -35.4% | -28.6% |
| 1Y | -22.6% | +18.4% | -41.0% | -29.7% |
| 3Y | -52.7% | +26.6% | -79.3% | -59.6% |
| 5Y | -60.0% | -12.8% | -47.2% | -59.9% |
| 10Y | +157.3% | +247.2% | -89.9% | +45.6% |
| All | +1,310.9% | +457.0% | +853.8% | +417.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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