+148.0%
ADBE vs DRI
+348.7%
-200.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.1% |
| 7D | -12.9% | -4.8% | -8.1% | -11.8% |
| 30D | -5.6% | -5.2% | -0.4% | -4.5% |
| 3M | +6.6% | +2.7% | +3.9% | +5.5% |
| 6M | -9.6% | +3.6% | -13.2% | -11.1% |
| YTD | -28.9% | +15.4% | -44.3% | -32.4% |
| 1Y | -28.9% | +1.3% | -30.2% | -30.2% |
| 3Y | -55.6% | +53.1% | -108.7% | -61.4% |
| 5Y | -62.2% | +64.6% | -126.8% | -68.1% |
| All | +148.0% | +348.7% | -200.7% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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