-33.3%
ADBE vs FIG
-77.7%
+44.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -3.2% | +2.6% | -5.8% | -3.9% |
| 30D | +1.0% | -13.1% | +14.0% | +3.8% |
| 3M | -7.8% | -20.3% | +12.5% | -3.4% |
| 6M | -1.0% | -2.1% | +1.2% | -1.1% |
| YTD | -31.8% | -49.4% | +17.5% | -27.9% |
| 1Y | -29.2% | -57.0% | +27.8% | -24.5% |
| All | -33.3% | -77.7% | +44.4% | -25.5% |
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