-39.4%
ADBE vs OPEN
-72.1%
+32.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.3% | -0.7% |
| 7D | -8.9% | -2.9% | -6.0% | -8.7% |
| 30D | -6.6% | -13.8% | +7.2% | -5.4% |
| 3M | +7.1% | -30.9% | +38.0% | +10.3% |
| 6M | -9.8% | -40.9% | +31.2% | -6.2% |
| YTD | -27.2% | -48.5% | +21.4% | -23.8% |
| 1Y | -28.0% | -50.9% | +22.9% | -27.5% |
| 3Y | -54.5% | -20.6% | -33.9% | -62.2% |
| 5Y | -61.5% | -84.2% | +22.7% | -65.0% |
| All | -39.4% | -72.1% | +32.7% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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