-62.3%
ADBE vs AS
+137.8%
-200.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | -0.1% |
| 7D | -3.8% | +4.5% | -8.3% | -4.3% |
| 30D | -2.3% | +13.2% | -15.5% | -3.7% |
| 3M | -13.3% | -11.9% | -1.4% | -12.1% |
| 6M | -6.5% | -11.6% | +5.1% | -5.4% |
| YTD | -32.4% | -14.7% | -17.7% | -31.6% |
| 1Y | -28.0% | +5.7% | -33.7% | -29.3% |
| All | -62.3% | +137.8% | -200.1% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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