-54.1%
ADBE vs DRI
+56.7%
-110.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.6% | -3.1% |
| 7D | -10.1% | -1.2% | -8.8% | -9.8% |
| 30D | -3.0% | -0.4% | -2.6% | -3.2% |
| 3M | +5.0% | +9.5% | -4.5% | +2.4% |
| 6M | -9.3% | +6.5% | -15.7% | -11.2% |
| YTD | -26.5% | +18.4% | -44.9% | -30.6% |
| 1Y | -28.3% | +4.2% | -32.5% | -29.7% |
| 3Y | -54.1% | +57.1% | -111.2% | -59.9% |
| All | -54.1% | +56.7% | -110.8% | -59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling