+152.5%
ADBE vs FE
+113.1%
+39.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.3% |
| 7D | -10.1% | +0.6% | -10.7% | -10.2% |
| 30D | -3.0% | -2.1% | -0.8% | -2.4% |
| 3M | +5.0% | +2.6% | +2.4% | +4.0% |
| 6M | -9.3% | -6.8% | -2.5% | -7.6% |
| YTD | -26.5% | +6.9% | -33.4% | -28.7% |
| 1Y | -28.3% | +11.6% | -39.8% | -31.5% |
| 3Y | -54.1% | +47.7% | -101.8% | -61.2% |
| 5Y | -61.2% | +46.2% | -107.4% | -67.4% |
| 10Y | +152.5% | +109.2% | +43.3% | +97.3% |
| All | +152.5% | +113.1% | +39.4% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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