-61.2%
ADBE vs FLEX
+698.8%
-760.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.4% | -7.9% | -4.0% |
| 7D | -10.1% | +7.0% | -17.0% | -10.8% |
| 30D | -3.0% | -5.8% | +2.8% | -2.6% |
| 3M | +5.0% | -24.2% | +29.2% | +7.7% |
| 6M | -9.3% | +90.8% | -100.1% | -27.2% |
| YTD | -26.5% | +89.2% | -115.7% | -41.6% |
| 1Y | -28.3% | +104.7% | -133.0% | -45.3% |
| 3Y | -54.1% | +478.1% | -532.2% | -79.0% |
| 5Y | -61.2% | +726.2% | -787.4% | -86.2% |
| All | -61.2% | +698.8% | -760.0% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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