-53.6%
ADBE vs PATH
-79.9%
+26.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | -0.3% |
| 7D | -4.4% | -2.7% | -1.6% | -3.7% |
| 30D | -0.2% | -1.4% | +1.1% | +0.1% |
| 3M | -9.9% | -16.4% | +6.5% | -5.8% |
| 6M | -3.5% | +23.3% | -26.7% | -9.0% |
| YTD | -32.1% | -19.8% | -12.3% | -29.5% |
| 1Y | -28.7% | -8.6% | -20.1% | -29.2% |
| 3Y | -60.2% | -24.0% | -36.2% | -61.6% |
| 5Y | -63.1% | -77.1% | +14.1% | -60.6% |
| All | -53.6% | -79.9% | +26.3% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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