+5,350.4%
ADBE vs DIA
+1,144.9%
+4,205.5%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.1% |
| 7D | -8.6% | -0.2% | -8.4% | -8.3% |
| 30D | +2.8% | -1.5% | +4.3% | +4.7% |
| 3M | +3.1% | +3.8% | -0.6% | -1.7% |
| 6M | -2.4% | +10.3% | -12.7% | -14.1% |
| YTD | -23.9% | +12.1% | -35.9% | -34.3% |
| 1Y | -22.6% | +18.6% | -41.2% | -37.7% |
| 3Y | -52.7% | +60.6% | -113.3% | -73.7% |
| 5Y | -60.0% | +64.4% | -124.4% | -77.8% |
| 10Y | +157.3% | +250.1% | -92.8% | -44.7% |
| All | +5,350.4% | +1,144.9% | +4,205.5% | +219.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling