+22,327.1%
ADBE vs AEM
+3,538.8%
+18,788.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.6% | -6.7% |
| 7D | -8.6% | -0.5% | -8.1% | -8.6% |
| 30D | +2.8% | +24.0% | -21.2% | +2.4% |
| 3M | +3.1% | +16.1% | -13.0% | +2.8% |
| 6M | -2.4% | -11.6% | +9.2% | -2.3% |
| YTD | -23.9% | +21.5% | -45.4% | -24.2% |
| 1Y | -22.6% | +39.2% | -61.8% | -23.2% |
| 3Y | -52.7% | +347.4% | -400.1% | -54.2% |
| 5Y | -60.0% | +290.1% | -350.2% | -61.3% |
| 10Y | +157.3% | +357.8% | -200.5% | +148.2% |
| All | +22,327.1% | +3,538.8% | +18,788.2% | +28,678.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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