+151.4%
ADBE vs AA
+122.9%
+28.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -5.4% | -3.4% | -1.9% | -4.9% |
| 30D | -2.5% | -5.8% | +3.3% | -1.9% |
| 3M | +15.3% | -29.9% | +45.2% | +20.4% |
| 6M | -7.8% | -27.0% | +19.2% | -5.0% |
| YTD | -27.9% | -8.7% | -19.2% | -28.6% |
| 1Y | -28.0% | +50.6% | -78.7% | -34.4% |
| 3Y | -55.3% | +74.1% | -129.4% | -61.7% |
| 5Y | -61.7% | +2.6% | -64.3% | -65.8% |
| All | +151.4% | +122.9% | +28.5% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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