+148.0%
ADBE vs GAP
+27.6%
+120.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.1% |
| 7D | -12.9% | -6.3% | -6.6% | -12.2% |
| 30D | -5.6% | -0.2% | -5.4% | -5.8% |
| 3M | +6.6% | 0.0% | +6.6% | +6.4% |
| 6M | -9.6% | -8.1% | -1.4% | -9.5% |
| YTD | -28.9% | -16.5% | -12.4% | -28.1% |
| 1Y | -28.9% | -10.5% | -18.5% | -29.0% |
| 3Y | -55.6% | +104.0% | -159.6% | -62.3% |
| 5Y | -62.2% | +6.8% | -69.0% | -66.8% |
| All | +148.0% | +27.6% | +120.5% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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