-29.2%
ADBE vs D
+15.2%
-44.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.3% |
| 7D | -3.2% | -3.1% | -0.1% | -3.5% |
| 30D | +1.0% | +8.4% | -7.4% | +2.1% |
| 3M | -7.8% | +0.2% | -8.0% | -8.7% |
| 6M | -1.0% | +9.5% | -10.4% | +0.1% |
| YTD | -31.8% | +18.8% | -50.7% | -27.9% |
| 1Y | -29.2% | +14.7% | -43.9% | -25.5% |
| All | -29.2% | +15.2% | -44.4% | -25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling