+148.0%
ADBE vs IT
+92.9%
+55.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.6% |
| 7D | -12.9% | -12.7% | -0.2% | -7.2% |
| 30D | -5.6% | -8.9% | +3.2% | -1.5% |
| 3M | +6.6% | +10.1% | -3.5% | +0.5% |
| 6M | -9.6% | +7.3% | -16.8% | -14.1% |
| YTD | -28.9% | -32.4% | +3.5% | -17.5% |
| 1Y | -28.9% | -26.6% | -2.3% | -21.2% |
| 3Y | -55.6% | -51.8% | -3.8% | -42.1% |
| 5Y | -62.2% | -45.6% | -16.6% | -54.0% |
| All | +148.0% | +92.9% | +55.1% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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