+132.9%
ADBE vs B
+218.7%
-85.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.6% |
| 7D | -3.2% | -6.2% | +3.0% | -2.8% |
| 30D | +1.0% | -6.6% | +7.6% | +1.4% |
| 3M | -7.8% | -7.9% | +0.1% | -7.4% |
| 6M | -1.0% | -16.8% | +15.9% | +0.2% |
| YTD | -31.8% | -11.7% | -20.2% | -31.9% |
| 1Y | -29.2% | +3.5% | -32.7% | -30.4% |
| 3Y | -60.1% | +165.7% | -225.8% | -65.3% |
| 5Y | -63.7% | +108.4% | -172.1% | -68.1% |
| All | +132.9% | +218.7% | -85.8% | +102.8% |
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