-64.5%
ADBE vs LIN
+63.8%
-128.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.4% |
| 7D | -5.6% | +0.1% | -5.7% | -5.7% |
| 30D | -2.0% | +7.6% | -9.6% | -6.1% |
| 3M | -10.5% | +6.5% | -17.1% | -13.8% |
| 6M | -6.2% | +6.2% | -12.4% | -10.3% |
| YTD | -32.2% | +23.2% | -55.4% | -41.7% |
| 1Y | -27.4% | +25.4% | -52.8% | -38.4% |
| 3Y | -58.9% | +38.3% | -97.2% | -68.0% |
| 5Y | -64.5% | +64.4% | -128.9% | -75.8% |
| All | -64.5% | +63.8% | -128.2% | -75.8% |
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