-59.7%
ADBE vs PATH
-76.4%
+16.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -16.6% | +9.9% | -2.0% |
| 7D | -8.6% | -16.3% | +7.7% | -4.1% |
| 30D | +2.8% | +9.9% | -7.1% | -0.2% |
| 3M | +3.1% | +30.2% | -27.0% | -4.6% |
| 6M | -2.4% | +37.2% | -39.6% | -11.4% |
| YTD | -23.9% | -7.3% | -16.5% | -23.9% |
| 1Y | -22.6% | +40.0% | -62.6% | -33.2% |
| 3Y | -52.7% | -4.4% | -48.3% | -57.7% |
| All | -59.7% | -76.4% | +16.7% | -57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling