-29.5%
ADBE vs FIG
-72.7%
+43.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.8% | -3.4% | +0.3% |
| 7D | -5.4% | -3.8% | -1.5% | -4.5% |
| 30D | -2.5% | -2.3% | -0.2% | -2.1% |
| 3M | +15.3% | +20.0% | -4.7% | +9.9% |
| 6M | -7.8% | -16.7% | +8.8% | -8.1% |
| YTD | -27.9% | -37.9% | +10.0% | -27.0% |
| 1Y | -28.0% | -58.5% | +30.5% | -25.5% |
| All | -29.5% | -72.7% | +43.2% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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