+577.3%
ADBE vs ACWI
+330.0%
+247.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -4.4% | -2.4% | -2.0% | -2.0% |
| 30D | +2.8% | -5.2% | +8.0% | +8.6% |
| 3M | -8.0% | -4.8% | -3.2% | -3.3% |
| 6M | -4.3% | -1.3% | -3.0% | -4.5% |
| YTD | -31.6% | +8.4% | -40.0% | -39.1% |
| 1Y | -26.9% | +11.0% | -37.9% | -36.7% |
| 3Y | -57.7% | +70.6% | -128.2% | -77.6% |
| 5Y | -63.9% | +55.3% | -119.2% | -78.0% |
| 10Y | +125.3% | +223.2% | -97.9% | -35.2% |
| All | +577.3% | +330.0% | +247.4% | +44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling