+148.0%
ADBE vs EWT
+512.3%
-364.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.2% | -0.8% |
| 7D | -12.9% | -1.1% | -11.8% | -12.4% |
| 30D | -5.6% | +4.8% | -10.4% | -8.6% |
| 3M | +6.6% | +11.1% | -4.5% | -3.6% |
| 6M | -9.6% | +54.6% | -64.2% | -37.2% |
| YTD | -28.9% | +71.4% | -100.4% | -54.9% |
| 1Y | -28.9% | +82.1% | -111.0% | -57.3% |
| 3Y | -55.6% | +193.2% | -248.8% | -83.0% |
| 5Y | -62.2% | +146.1% | -208.3% | -83.0% |
| All | +148.0% | +512.3% | -364.3% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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