-61.1%
ADBE vs EXEL
+191.3%
-252.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -3.1% |
| 7D | -10.1% | +1.4% | -11.4% | -10.3% |
| 30D | -3.0% | +6.7% | -9.7% | -4.0% |
| 3M | +5.0% | +11.5% | -6.5% | +3.1% |
| 6M | -9.3% | +38.8% | -48.1% | -14.5% |
| YTD | -26.5% | +31.6% | -58.1% | -30.2% |
| 1Y | -28.3% | +53.0% | -81.3% | -34.0% |
| 3Y | -54.1% | +160.8% | -214.9% | -64.2% |
| All | -61.1% | +191.3% | -252.4% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling