-63.7%
ADBE vs LIN
+65.5%
-129.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.8% |
| 7D | -3.2% | +0.2% | -3.4% | -3.3% |
| 30D | +1.0% | +6.2% | -5.2% | -2.5% |
| 3M | -7.8% | +9.3% | -17.2% | -12.5% |
| 6M | -1.0% | +4.4% | -5.3% | -4.2% |
| YTD | -31.8% | +23.7% | -55.6% | -41.6% |
| 1Y | -29.2% | +23.5% | -52.7% | -39.3% |
| 3Y | -60.1% | +35.8% | -95.8% | -68.4% |
| 5Y | -63.7% | +65.9% | -129.6% | -75.5% |
| All | -63.7% | +65.5% | -129.2% | -75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling