+151.4%
ADBE vs O
+54.0%
+97.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -5.4% | -2.9% | -2.5% | -4.4% |
| 30D | -2.5% | -4.5% | +2.0% | -0.9% |
| 3M | +15.3% | -2.6% | +17.9% | +16.5% |
| 6M | -7.8% | -5.6% | -2.2% | -6.2% |
| YTD | -27.9% | +9.3% | -37.2% | -30.6% |
| 1Y | -28.0% | +4.3% | -32.4% | -29.6% |
| 3Y | -55.3% | +27.4% | -82.8% | -60.0% |
| 5Y | -61.7% | +17.1% | -78.8% | -64.4% |
| All | +151.4% | +54.0% | +97.4% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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