+120.0%
ADBE vs ACWI
+226.8%
-106.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -4.0% |
| 7D | -5.6% | +0.3% | -6.0% | -6.3% |
| 30D | -2.0% | -2.8% | +0.8% | +0.9% |
| 3M | -10.5% | -3.2% | -7.4% | -7.6% |
| 6M | -6.2% | +1.3% | -7.5% | -9.4% |
| YTD | -32.2% | +11.2% | -43.4% | -42.4% |
| 1Y | -27.4% | +13.8% | -41.2% | -40.3% |
| 3Y | -58.9% | +76.2% | -135.1% | -81.2% |
| 5Y | -64.5% | +59.5% | -123.9% | -80.8% |
| 10Y | +120.0% | +222.2% | -102.2% | -52.0% |
| All | +120.0% | +226.8% | -106.8% | -52.0% |
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