+151.4%
ADBE vs ADI
+670.4%
-519.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.5% | -1.0% |
| 7D | -5.4% | +4.6% | -9.9% | -7.4% |
| 30D | -2.5% | -1.2% | -1.4% | -2.3% |
| 3M | +15.3% | -7.8% | +23.1% | +17.2% |
| 6M | -7.8% | +19.3% | -27.2% | -20.5% |
| YTD | -27.9% | +40.9% | -68.8% | -43.8% |
| 1Y | -28.0% | +54.5% | -82.5% | -47.0% |
| 3Y | -55.3% | +123.4% | -178.7% | -75.5% |
| 5Y | -61.7% | +142.3% | -204.0% | -80.2% |
| All | +151.4% | +670.4% | -519.0% | -34.1% |
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