-59.7%
ADBE vs PCG
+58.3%
-118.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.4% | -9.2% | -7.2% |
| 7D | -8.6% | -13.9% | +5.3% | -6.5% |
| 30D | +2.8% | -16.9% | +19.6% | +5.7% |
| 3M | +3.1% | -14.7% | +17.9% | +5.3% |
| 6M | -2.4% | -23.8% | +21.4% | +2.0% |
| YTD | -23.9% | -10.5% | -13.4% | -23.9% |
| 1Y | -22.6% | -5.1% | -17.5% | -24.2% |
| 3Y | -52.7% | -11.6% | -41.1% | -53.9% |
| All | -59.7% | +58.3% | -118.0% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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