-28.7%
ADBE vs GD
+7.0%
-35.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -4.4% | +0.6% | -5.0% | -4.4% |
| 30D | -0.2% | +9.5% | -9.7% | -1.2% |
| 3M | -9.9% | -5.8% | -4.1% | -10.3% |
| 6M | -3.5% | +7.7% | -11.2% | -3.7% |
| YTD | -32.1% | +11.1% | -43.2% | -30.6% |
| 1Y | -28.7% | +6.1% | -34.8% | -27.3% |
| All | -28.7% | +7.0% | -35.7% | -27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling