-61.2%
ADBE vs GEN
+22.3%
-83.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.7% | -2.2% |
| 7D | -10.1% | -0.7% | -9.4% | -9.7% |
| 30D | -3.0% | +2.6% | -5.6% | -4.0% |
| 3M | +5.0% | +15.8% | -10.8% | -1.3% |
| 6M | -9.3% | +33.1% | -42.4% | -19.9% |
| YTD | -26.5% | +11.3% | -37.8% | -30.3% |
| 1Y | -28.3% | +1.7% | -29.9% | -29.6% |
| 3Y | -54.1% | +58.1% | -112.2% | -62.8% |
| 5Y | -61.2% | +20.6% | -81.8% | -67.0% |
| All | -61.2% | +22.3% | -83.5% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling