-22.6%
ADBE vs DIA
+19.6%
-42.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.5% |
| 7D | -8.6% | -0.2% | -8.4% | -8.5% |
| 30D | +2.8% | -1.5% | +4.3% | +3.5% |
| 3M | +3.1% | +3.8% | -0.6% | +1.6% |
| 6M | -2.4% | +10.3% | -12.7% | -7.1% |
| YTD | -23.9% | +12.1% | -35.9% | -28.5% |
| 1Y | -22.6% | +18.6% | -41.2% | -31.5% |
| All | -22.6% | +19.6% | -42.2% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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