-54.1%
ADBE vs ADI
+113.3%
-167.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.7% | -3.5% |
| 7D | -10.1% | +2.4% | -12.5% | -10.4% |
| 30D | -3.0% | -6.6% | +3.6% | -2.1% |
| 3M | +5.0% | -9.8% | +14.8% | +5.9% |
| 6M | -9.3% | +15.7% | -25.0% | -15.5% |
| YTD | -26.5% | +35.1% | -61.6% | -35.1% |
| 1Y | -28.3% | +47.7% | -76.0% | -38.6% |
| 3Y | -54.1% | +114.5% | -168.5% | -66.7% |
| All | -54.1% | +113.3% | -167.4% | -66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling