-52.6%
ADBE vs PATH
-79.7%
+27.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.5% |
| 7D | +1.6% | +2.1% | -0.5% | +1.0% |
| 30D | +1.0% | +1.6% | -0.6% | +0.5% |
| 3M | -10.1% | -20.4% | +10.3% | -4.7% |
| 6M | +3.0% | +40.1% | -37.2% | -6.0% |
| YTD | -30.5% | -19.0% | -11.5% | -28.1% |
| 1Y | -27.1% | -5.8% | -21.3% | -28.2% |
| 3Y | -58.8% | -22.9% | -35.9% | -60.4% |
| 5Y | -63.0% | -75.3% | +12.3% | -60.9% |
| All | -52.6% | -79.7% | +27.2% | -49.4% |
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