-61.4%
ADBE vs EQT
+197.4%
-258.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.4% |
| 7D | -12.9% | -1.2% | -11.8% | -12.8% |
| 30D | -5.6% | +1.1% | -6.7% | -5.8% |
| 3M | +6.6% | +4.8% | +1.8% | +5.9% |
| 6M | -9.6% | -10.6% | +1.0% | -8.5% |
| YTD | -28.9% | +3.4% | -32.3% | -29.5% |
| 1Y | -28.9% | +8.7% | -37.6% | -30.0% |
| 3Y | -55.6% | +35.0% | -90.6% | -58.1% |
| All | -61.4% | +197.4% | -258.8% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling