+152.5%
ADBE vs B
+186.6%
-34.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.3% |
| 7D | -10.1% | +2.3% | -12.4% | -10.2% |
| 30D | -3.0% | +1.4% | -4.3% | -3.2% |
| 3M | +5.0% | +12.2% | -7.2% | +3.8% |
| 6M | -9.3% | -2.1% | -7.2% | -9.4% |
| YTD | -26.5% | +2.9% | -29.4% | -27.3% |
| 1Y | -28.3% | +55.3% | -83.6% | -32.5% |
| 3Y | -54.1% | +198.7% | -252.8% | -60.6% |
| 5Y | -61.2% | +153.8% | -215.0% | -66.5% |
| 10Y | +152.5% | +193.4% | -40.9% | +122.5% |
| All | +152.5% | +186.6% | -34.1% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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