+654.3%
ADBE vs ACWI
+356.8%
+297.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -8.6% | +0.5% | -9.1% | -9.1% |
| 30D | +2.8% | +0.9% | +1.9% | +1.8% |
| 3M | +3.1% | +2.4% | +0.7% | -0.4% |
| 6M | -2.4% | +12.4% | -14.8% | -15.8% |
| YTD | -23.9% | +15.2% | -39.0% | -36.3% |
| 1Y | -22.6% | +22.7% | -45.3% | -39.9% |
| 3Y | -52.7% | +75.8% | -128.5% | -75.6% |
| 5Y | -60.0% | +67.7% | -127.7% | -77.5% |
| 10Y | +157.3% | +229.0% | -71.7% | -27.3% |
| All | +654.3% | +356.8% | +297.5% | +51.5% |
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