-58.8%
ADBE vs O
+39.0%
-97.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.0% |
| 7D | +1.6% | -0.4% | +2.0% | +1.6% |
| 30D | +1.0% | +7.1% | -6.1% | +0.3% |
| 3M | -10.1% | -5.2% | -4.9% | -10.0% |
| 6M | +3.0% | -1.8% | +4.7% | +3.2% |
| YTD | -30.5% | +9.1% | -39.6% | -31.3% |
| 1Y | -27.1% | +9.7% | -36.8% | -28.0% |
| 3Y | -58.8% | +39.1% | -98.0% | -60.1% |
| All | -58.8% | +39.0% | -97.8% | -60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling