-54.1%
ADBE vs AG
+272.3%
-326.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.4% | -3.5% |
| 7D | -10.1% | +4.5% | -14.6% | -10.1% |
| 30D | -3.0% | +12.9% | -15.9% | -3.0% |
| 3M | +5.0% | +20.9% | -15.9% | +5.2% |
| 6M | -9.3% | -19.5% | +10.2% | -8.9% |
| YTD | -26.5% | +24.8% | -51.3% | -26.8% |
| 1Y | -28.3% | +120.2% | -148.5% | -29.4% |
| 3Y | -54.1% | +279.0% | -333.1% | -55.5% |
| All | -54.1% | +272.3% | -326.4% | -55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling