-27.2%
ADBE vs AA
+63.4%
-90.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.0% | -1.0% |
| 7D | -8.9% | -0.6% | -8.3% | -8.9% |
| 30D | -6.6% | -1.6% | -5.1% | -6.6% |
| 3M | +7.1% | -29.8% | +36.9% | +7.3% |
| 6M | -9.8% | -16.6% | +6.9% | -9.3% |
| YTD | -27.2% | -4.0% | -23.1% | -27.0% |
| All | -27.2% | +63.4% | -90.6% | -29.7% |
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