+151.4%
ADBE vs DE
+863.9%
-712.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | -5.4% | -2.6% | -2.8% | -4.6% |
| 30D | -2.5% | +9.0% | -11.6% | -5.2% |
| 3M | +15.3% | +19.1% | -3.9% | +8.6% |
| 6M | -7.8% | +14.4% | -22.2% | -12.7% |
| YTD | -27.9% | +45.9% | -73.9% | -37.7% |
| 1Y | -28.0% | +43.6% | -71.6% | -37.6% |
| 3Y | -55.3% | +75.9% | -131.2% | -64.5% |
| 5Y | -61.7% | +98.8% | -160.5% | -71.8% |
| All | +151.4% | +863.9% | -712.5% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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