+151.4%
ADBE vs AU
+699.0%
-547.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.3% |
| 7D | -5.4% | -4.3% | -1.1% | -5.2% |
| 30D | -2.5% | +7.3% | -9.8% | -2.8% |
| 3M | +15.3% | +26.3% | -11.0% | +14.3% |
| 6M | -7.8% | +1.8% | -9.6% | -8.1% |
| YTD | -27.9% | +26.8% | -54.7% | -29.0% |
| 1Y | -28.0% | +66.7% | -94.7% | -30.2% |
| 3Y | -55.3% | +579.1% | -634.4% | -60.3% |
| 5Y | -61.7% | +689.3% | -751.1% | -66.6% |
| All | +151.4% | +699.0% | -547.5% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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