+1,157.8%
ADBE vs A
+554.3%
+603.5%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | -4.4% | -0.1% | -4.3% | -4.4% |
| 30D | -0.2% | +3.3% | -3.5% | -1.9% |
| 3M | -9.9% | +18.5% | -28.4% | -16.8% |
| 6M | -3.5% | +59.3% | -62.8% | -22.4% |
| YTD | -32.1% | +31.0% | -63.1% | -40.9% |
| 1Y | -28.7% | +19.3% | -48.0% | -35.5% |
| 3Y | -60.2% | +66.8% | -127.0% | -69.9% |
| 5Y | -63.1% | +15.5% | -78.5% | -67.3% |
| 10Y | +129.2% | +312.3% | -183.2% | +19.9% |
| All | +1,157.8% | +554.3% | +603.5% | +327.8% |
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