-62.2%
ADBE vs AEIS
+219.6%
-281.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.8% | -1.7% |
| 7D | -12.9% | -0.2% | -12.7% | -12.9% |
| 30D | -5.6% | -16.4% | +10.8% | -3.4% |
| 3M | +6.6% | -11.1% | +17.8% | +5.1% |
| 6M | -9.6% | -12.0% | +2.5% | -13.0% |
| YTD | -28.9% | +30.9% | -59.8% | -41.2% |
| 1Y | -28.9% | +74.3% | -103.3% | -48.1% |
| 3Y | -55.6% | +165.2% | -220.8% | -74.7% |
| 5Y | -62.2% | +220.0% | -282.3% | -81.6% |
| All | -62.2% | +219.6% | -281.8% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling