+148.0%
ADBE vs GEN
+157.3%
-9.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.6% |
| 7D | -12.9% | -4.3% | -8.6% | -11.4% |
| 30D | -5.6% | +3.8% | -9.4% | -6.8% |
| 3M | +6.6% | +22.3% | -15.6% | -0.7% |
| 6M | -9.6% | +39.0% | -48.5% | -19.7% |
| YTD | -28.9% | +11.9% | -40.8% | -32.0% |
| 1Y | -28.9% | +4.5% | -33.4% | -30.5% |
| 3Y | -55.6% | +59.0% | -114.6% | -62.9% |
| 5Y | -62.2% | +22.0% | -84.2% | -66.3% |
| All | +148.0% | +157.3% | -9.3% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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