+151.4%
ADBE vs EMB
+30.3%
+121.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.5% |
| 7D | -5.4% | -1.2% | -4.2% | -3.8% |
| 30D | -2.5% | -1.3% | -1.3% | -0.8% |
| 3M | +15.3% | -1.8% | +17.1% | +18.1% |
| 6M | -7.8% | +0.2% | -8.0% | -8.3% |
| YTD | -27.9% | +0.4% | -28.3% | -28.5% |
| 1Y | -28.0% | +2.8% | -30.9% | -30.9% |
| 3Y | -55.3% | +29.1% | -84.5% | -68.6% |
| 5Y | -61.7% | +6.3% | -68.0% | -64.1% |
| All | +151.4% | +30.3% | +121.1% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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