-61.2%
ADBE vs OPEN
-84.0%
+22.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -3.2% |
| 7D | -10.1% | +1.0% | -11.1% | -10.2% |
| 30D | -3.0% | -11.9% | +8.9% | -2.0% |
| 3M | +5.0% | -28.8% | +33.8% | +7.7% |
| 6M | -9.3% | -38.6% | +29.3% | -6.1% |
| YTD | -26.5% | -47.3% | +20.8% | -23.3% |
| 1Y | -28.3% | -49.2% | +20.9% | -28.0% |
| 3Y | -54.1% | -18.8% | -35.3% | -61.9% |
| 5Y | -61.2% | -83.6% | +22.4% | -64.0% |
| All | -61.2% | -84.0% | +22.8% | -64.0% |
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 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