-61.3%
ADBE vs AIG
+52.4%
-113.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | -8.9% | -1.4% | -7.5% | -8.4% |
| 30D | -6.6% | -3.3% | -3.3% | -5.4% |
| 3M | +7.1% | +2.2% | +5.0% | +6.4% |
| 6M | -9.8% | -2.1% | -7.6% | -9.2% |
| YTD | -27.2% | -11.2% | -16.0% | -24.2% |
| 1Y | -28.0% | -2.1% | -25.9% | -28.1% |
| 3Y | -54.5% | +34.4% | -88.9% | -60.6% |
| All | -61.3% | +52.4% | -113.7% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 5y: compounded portfolio wealth divided by compounded AIG 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…
5y analysis · Full analysis span regression · 6 months rolling