+137.3%
ADBE vs ADI
+631.6%
-494.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +3.1% |
| 7D | +1.6% | +9.5% | -7.9% | -2.8% |
| 30D | +1.0% | -1.4% | +2.4% | +0.3% |
| 3M | -10.1% | +4.7% | -14.9% | -14.0% |
| 6M | +3.0% | -7.4% | +10.4% | +1.6% |
| YTD | -30.5% | +48.1% | -78.6% | -48.1% |
| 1Y | -27.1% | +69.6% | -96.8% | -49.7% |
| 3Y | -58.8% | +144.4% | -203.2% | -78.9% |
| 5Y | -63.0% | +134.1% | -197.2% | -80.7% |
| All | +137.3% | +631.6% | -494.3% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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