-4.2%
ADBE vs DOW
-15.2%
+11.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | -12.9% | -2.4% | -10.5% | -12.4% |
| 30D | -5.6% | -4.1% | -1.6% | -4.7% |
| 3M | +6.6% | -12.4% | +19.1% | +9.9% |
| 6M | -9.6% | -10.6% | +1.1% | -8.2% |
| YTD | -28.9% | +31.1% | -60.0% | -35.6% |
| 1Y | -28.9% | +30.5% | -59.5% | -36.1% |
| 3Y | -55.6% | -34.4% | -21.2% | -52.5% |
| 5Y | -62.2% | -35.5% | -26.7% | -59.8% |
| All | -4.2% | -15.2% | +11.0% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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