+148.0%
ADBE vs EFX
+41.8%
+106.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.4% |
| 7D | -12.9% | -11.1% | -1.8% | -8.0% |
| 30D | -5.6% | -7.4% | +1.7% | -2.1% |
| 3M | +6.6% | +1.5% | +5.1% | +6.2% |
| 6M | -9.6% | -13.7% | +4.1% | -3.7% |
| YTD | -28.9% | -21.9% | -7.1% | -21.4% |
| 1Y | -28.9% | -30.8% | +1.8% | -17.6% |
| 3Y | -55.6% | -12.4% | -43.2% | -56.0% |
| 5Y | -62.2% | -35.9% | -26.3% | -57.5% |
| All | +148.0% | +41.8% | +106.3% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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