+1,260.0%
ADBE vs AGI
+5,381.0%
-4,121.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -3.4% |
| 7D | -10.1% | +4.4% | -14.5% | -10.2% |
| 30D | -3.0% | +10.0% | -13.0% | -3.4% |
| 3M | +5.0% | +1.7% | +3.3% | +4.8% |
| 6M | -9.3% | -26.8% | +17.5% | -8.4% |
| YTD | -26.5% | -5.3% | -21.2% | -26.7% |
| 1Y | -28.3% | +11.5% | -39.8% | -29.1% |
| 3Y | -54.1% | +212.9% | -267.0% | -56.8% |
| 5Y | -61.2% | +388.8% | -450.0% | -64.3% |
| 10Y | +152.5% | +383.6% | -231.1% | +129.0% |
| All | +1,260.0% | +5,381.0% | -4,121.0% | +1,154.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling