+157.5%
ADBE vs GD
+190.3%
-32.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -5.0% | -6.0% |
| 7D | -8.6% | -5.3% | -3.3% | -6.5% |
| 30D | +2.8% | -6.4% | +9.2% | +5.7% |
| 3M | +3.1% | +5.7% | -2.6% | +0.4% |
| 6M | -2.4% | -0.9% | -1.5% | -2.6% |
| YTD | -23.9% | +8.2% | -32.0% | -27.2% |
| 1Y | -22.6% | +13.4% | -36.0% | -27.7% |
| 3Y | -52.7% | +68.5% | -121.2% | -64.0% |
| 5Y | -60.0% | +97.2% | -157.2% | -71.9% |
| All | +157.5% | +190.3% | -32.8% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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