+22,327.1%
ADBE vs AA
+295.2%
+22,031.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.6% | -6.2% |
| 7D | -8.6% | -0.7% | -7.9% | -8.4% |
| 30D | +2.8% | +5.0% | -2.2% | +1.2% |
| 3M | +3.1% | -35.8% | +39.0% | +14.0% |
| 6M | -2.4% | -18.4% | +16.0% | -0.1% |
| YTD | -23.9% | -5.5% | -18.4% | -25.9% |
| 1Y | -22.6% | +61.0% | -83.6% | -35.7% |
| 3Y | -52.7% | +66.2% | -118.9% | -64.0% |
| 5Y | -60.0% | +11.4% | -71.4% | -69.0% |
| 10Y | +157.3% | +116.9% | +40.4% | +27.7% |
| All | +22,327.1% | +295.2% | +22,031.9% | +5,061.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling