+6,652.1%
ADBE vs AU
+789.2%
+5,862.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.0% |
| 7D | -8.9% | +0.6% | -9.6% | -8.9% |
| 30D | -6.6% | +12.3% | -18.9% | -7.4% |
| 3M | +7.1% | +29.4% | -22.2% | +5.1% |
| 6M | -9.8% | +3.2% | -13.0% | -10.5% |
| YTD | -27.2% | +31.8% | -59.0% | -29.3% |
| 1Y | -28.0% | +83.4% | -111.4% | -32.0% |
| 3Y | -54.5% | +623.1% | -677.6% | -61.8% |
| 5Y | -61.5% | +700.5% | -762.0% | -68.4% |
| 10Y | +156.4% | +717.6% | -561.1% | +102.2% |
| All | +6,652.1% | +789.2% | +5,862.9% | +5,391.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling