+1,186.8%
ADBE vs A
+543.3%
+643.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.7% |
| 7D | +1.6% | -0.5% | +2.0% | +1.7% |
| 30D | +1.0% | 0.0% | +1.0% | +0.7% |
| 3M | -10.1% | +16.7% | -26.8% | -16.5% |
| 6M | +3.0% | +54.8% | -51.9% | -16.2% |
| YTD | -30.5% | +28.8% | -59.4% | -39.1% |
| 1Y | -27.1% | +19.3% | -46.5% | -34.1% |
| 3Y | -58.8% | +65.5% | -124.4% | -68.8% |
| 5Y | -63.0% | +12.1% | -75.1% | -66.9% |
| 10Y | +134.5% | +305.4% | -170.9% | +23.5% |
| All | +1,186.8% | +543.3% | +643.6% | +340.8% |
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