+132.9%
ADBE vs DIA
+234.7%
-101.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | -3.2% | +1.6% | -4.8% | -4.9% |
| 30D | +1.0% | +1.2% | -0.3% | -0.6% |
| 3M | -7.8% | -2.4% | -5.4% | -5.5% |
| 6M | -1.0% | +5.7% | -6.6% | -7.3% |
| YTD | -31.8% | +9.9% | -41.8% | -39.2% |
| 1Y | -29.2% | +9.8% | -39.0% | -36.9% |
| 3Y | -60.1% | +59.8% | -119.8% | -76.6% |
| 5Y | -63.7% | +57.7% | -121.4% | -77.9% |
| All | +132.9% | +234.7% | -101.7% | -35.4% |
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