+148.0%
ADBE vs DIA
+250.4%
-102.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -1.7% |
| 7D | -12.9% | -3.0% | -9.9% | -9.9% |
| 30D | -5.6% | -3.0% | -2.6% | -2.4% |
| 3M | +6.6% | +4.5% | +2.1% | +1.3% |
| 6M | -9.6% | +9.8% | -19.3% | -18.9% |
| YTD | -28.9% | +9.3% | -38.2% | -36.1% |
| 1Y | -28.9% | +16.0% | -44.9% | -40.2% |
| 3Y | -55.6% | +57.7% | -113.3% | -73.5% |
| 5Y | -62.2% | +63.8% | -126.0% | -77.8% |
| All | +148.0% | +250.4% | -102.4% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling