+148.0%
ADBE vs AG
+73.4%
+74.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.9% | +2.5% | -2.1% |
| 7D | -12.9% | -5.8% | -7.1% | -12.6% |
| 30D | -5.6% | +6.4% | -12.0% | -6.0% |
| 3M | +6.6% | +28.4% | -21.7% | +4.9% |
| 6M | -9.6% | -24.5% | +14.9% | -8.7% |
| YTD | -28.9% | +21.2% | -50.1% | -30.7% |
| 1Y | -28.9% | +114.1% | -143.0% | -33.6% |
| 3Y | -55.6% | +268.0% | -323.6% | -61.1% |
| 5Y | -62.2% | +67.3% | -129.6% | -65.6% |
| All | +148.0% | +73.4% | +74.6% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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