+152.5%
ADBE vs ACWI
+226.0%
-73.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -2.9% |
| 7D | -10.1% | +1.1% | -11.1% | -11.2% |
| 30D | -3.0% | -0.2% | -2.8% | -2.8% |
| 3M | +5.0% | +4.7% | +0.3% | -1.7% |
| 6M | -9.3% | +14.5% | -23.8% | -24.8% |
| YTD | -26.5% | +14.6% | -41.1% | -39.4% |
| 1Y | -28.3% | +21.4% | -49.7% | -45.3% |
| 3Y | -54.1% | +77.6% | -131.7% | -78.9% |
| 5Y | -61.2% | +68.1% | -129.3% | -80.2% |
| 10Y | +152.5% | +226.1% | -73.6% | -43.7% |
| All | +152.5% | +226.0% | -73.5% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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