-28.9%
ADBE vs EXEL
+50.0%
-79.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.8% | -2.3% |
| 7D | -12.9% | -2.9% | -10.0% | -12.9% |
| 30D | -5.6% | +11.9% | -17.5% | -5.8% |
| 3M | +6.6% | +9.2% | -2.6% | +6.5% |
| 6M | -9.6% | +39.1% | -48.6% | -11.2% |
| YTD | -28.9% | +31.0% | -59.9% | -29.8% |
| 1Y | -28.9% | +52.3% | -81.3% | -31.8% |
| All | -28.9% | +50.0% | -79.0% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling