+491.1%
ADBE vs ASX
+2,948.3%
-2,457.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.4% | -9.3% | -4.5% |
| 7D | -4.4% | -19.9% | +15.6% | +0.4% |
| 30D | +2.8% | -30.9% | +33.7% | +10.8% |
| 3M | -8.0% | -15.1% | +7.0% | -7.0% |
| 6M | -4.3% | -6.5% | +2.1% | -9.8% |
| YTD | -31.6% | +98.4% | -130.1% | -48.9% |
| 1Y | -26.9% | +107.9% | -134.8% | -46.2% |
| 3Y | -57.7% | +325.3% | -383.0% | -75.8% |
| 5Y | -63.9% | +447.3% | -511.2% | -81.0% |
| 10Y | +125.3% | +763.2% | -637.9% | -2.5% |
| All | +491.1% | +2,948.3% | -2,457.3% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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