+700.2%
ADBE vs INDA
+109.8%
+590.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.4% |
| 7D | -8.9% | -2.6% | -6.3% | -7.5% |
| 30D | -6.6% | -2.9% | -3.7% | -5.0% |
| 3M | +7.1% | +2.4% | +4.8% | +5.6% |
| 6M | -9.8% | -2.6% | -7.1% | -8.8% |
| YTD | -27.2% | -10.0% | -17.2% | -23.1% |
| 1Y | -28.0% | -7.7% | -20.4% | -25.2% |
| 3Y | -54.5% | +8.9% | -63.4% | -57.2% |
| 5Y | -61.5% | +6.0% | -67.5% | -62.9% |
| 10Y | +156.4% | +84.4% | +72.1% | +81.2% |
| All | +700.2% | +109.8% | +590.4% | +429.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 all: compounded portfolio wealth divided by compounded INDA 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…
all analysis · Full analysis span regression · 6 months rolling