-55.9%
ADBE vs AGI
+204.0%
-259.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.3% | +0.9% | -2.3% |
| 7D | -12.9% | -5.3% | -7.7% | -12.9% |
| 30D | -5.6% | +6.8% | -12.4% | -5.7% |
| 3M | +6.6% | +8.3% | -1.7% | +6.7% |
| 6M | -9.6% | -29.2% | +19.7% | -8.9% |
| YTD | -28.9% | -7.3% | -21.6% | -28.9% |
| 1Y | -28.9% | +8.0% | -37.0% | -29.3% |
| All | -55.9% | +204.0% | -259.9% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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