-63.4%
ADBE vs OPEN
-93.7%
+30.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.1% | +6.8% | +0.4% |
| 7D | -3.8% | -24.7% | +20.9% | -1.7% |
| 30D | -2.3% | -41.0% | +38.7% | +2.0% |
| 3M | -13.3% | -62.4% | +49.1% | -5.9% |
| 6M | -6.5% | -73.9% | +67.4% | +4.2% |
| YTD | -32.4% | -77.5% | +45.2% | -24.3% |
| 1Y | -28.0% | -83.6% | +55.5% | -17.5% |
| 3Y | -60.4% | -37.0% | -23.3% | -67.8% |
| 5Y | -63.4% | -93.3% | +29.8% | -60.6% |
| All | -63.4% | -93.7% | +30.3% | -60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling