+151.4%
ADBE vs EFA
+146.6%
+4.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.4% |
| 7D | -5.4% | -1.5% | -3.8% | -3.9% |
| 30D | -2.5% | -1.7% | -0.9% | -0.9% |
| 3M | +15.3% | +3.5% | +11.8% | +10.8% |
| 6M | -7.8% | +9.5% | -17.3% | -17.5% |
| YTD | -27.9% | +12.9% | -40.8% | -38.0% |
| 1Y | -28.0% | +18.2% | -46.2% | -41.2% |
| 3Y | -55.3% | +64.8% | -120.2% | -75.1% |
| 5Y | -61.7% | +53.9% | -115.6% | -76.7% |
| All | +151.4% | +146.6% | +4.9% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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