-28.0%
ADBE vs DIA
+16.9%
-44.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.8% |
| 7D | -5.4% | -1.6% | -3.8% | -4.6% |
| 30D | -2.5% | -2.0% | -0.5% | -1.4% |
| 3M | +15.3% | +3.6% | +11.7% | +13.4% |
| 6M | -7.8% | +11.5% | -19.4% | -13.4% |
| YTD | -27.9% | +10.4% | -38.3% | -31.8% |
| 1Y | -28.0% | +15.6% | -43.6% | -35.8% |
| All | -28.0% | +16.9% | -44.9% | -35.8% |
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