-61.5%
ADBE vs DOW
-35.8%
-25.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | -8.9% | -6.0% | -2.9% | -7.7% |
| 30D | -6.6% | -2.7% | -3.9% | -6.2% |
| 3M | +7.1% | -10.5% | +17.6% | +9.4% |
| 6M | -9.8% | -12.4% | +2.7% | -8.2% |
| YTD | -27.2% | +30.0% | -57.2% | -33.5% |
| 1Y | -28.0% | +27.8% | -55.8% | -34.4% |
| 3Y | -54.5% | -34.9% | -19.6% | -50.6% |
| 5Y | -61.5% | -35.9% | -25.6% | -57.8% |
| All | -61.5% | -35.8% | -25.6% | -57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling