+582.4%
ADBE vs FERG
+1,335.0%
-752.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.5% | -3.4% |
| 7D | -10.1% | +3.4% | -13.4% | -10.4% |
| 30D | -3.0% | -11.5% | +8.5% | -1.9% |
| 3M | +5.0% | +1.3% | +3.7% | +4.8% |
| 6M | -9.3% | -1.0% | -8.3% | -9.5% |
| YTD | -26.5% | +3.2% | -29.7% | -27.0% |
| 1Y | -28.3% | -3.0% | -25.3% | -28.4% |
| 3Y | -54.1% | +55.0% | -109.1% | -56.3% |
| 5Y | -61.2% | +72.6% | -133.9% | -63.7% |
| 10Y | +152.5% | +358.9% | -206.4% | +138.2% |
| All | +582.4% | +1,335.0% | -752.6% | +655.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FERG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling