+120.0%
ADBE vs D
+42.1%
+77.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -5.6% | +0.8% | -6.4% | -5.8% |
| 30D | -2.0% | +10.7% | -12.8% | -4.2% |
| 3M | -10.5% | +2.3% | -12.8% | -11.0% |
| 6M | -6.2% | +12.5% | -18.7% | -8.9% |
| YTD | -32.2% | +20.1% | -52.3% | -35.4% |
| 1Y | -27.4% | +15.6% | -43.0% | -30.2% |
| 3Y | -58.9% | +75.2% | -134.1% | -65.4% |
| 5Y | -64.5% | +14.6% | -79.1% | -66.0% |
| 10Y | +120.0% | +43.8% | +76.3% | +97.8% |
| All | +120.0% | +42.1% | +77.9% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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