-62.2%
ADBE vs AS
+131.9%
-194.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.7% |
| 7D | -4.4% | -3.0% | -1.4% | -4.1% |
| 30D | -0.2% | +9.6% | -9.8% | -1.3% |
| 3M | -9.9% | -8.2% | -1.7% | -9.1% |
| 6M | -3.5% | -9.9% | +6.4% | -2.5% |
| YTD | -32.1% | -16.8% | -15.3% | -31.1% |
| 1Y | -28.7% | +3.0% | -31.7% | -29.7% |
| All | -62.2% | +131.9% | -194.1% | -65.7% |
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