+127.4%
ADBE vs LIN
+417.8%
-290.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.4% |
| 7D | -3.8% | +2.0% | -5.8% | -5.0% |
| 30D | -2.3% | +7.9% | -10.2% | -6.7% |
| 3M | -13.3% | +6.3% | -19.6% | -16.5% |
| 6M | -6.5% | +6.5% | -12.9% | -10.8% |
| YTD | -32.4% | +23.6% | -55.9% | -41.8% |
| 1Y | -28.0% | +25.7% | -53.7% | -38.8% |
| 3Y | -60.4% | +35.6% | -96.0% | -68.3% |
| 5Y | -63.4% | +65.9% | -129.3% | -74.6% |
| 10Y | +127.4% | +412.1% | -284.6% | -19.6% |
| All | +127.4% | +417.8% | -290.4% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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