-29.2%
ADBE vs AA
+6.8%
-36.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.3% |
| 7D | -3.2% | +5.3% | -8.5% | -2.8% |
| 30D | +1.0% | -2.3% | +3.2% | +0.9% |
| 3M | -7.8% | -20.8% | +13.0% | -9.1% |
| 6M | -1.0% | -39.8% | +38.9% | -2.2% |
| YTD | -31.8% | -23.3% | -8.6% | -31.8% |
| 1Y | -29.2% | +1.8% | -31.1% | -30.3% |
| All | -29.2% | +6.8% | -36.0% | -30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling