+148.0%
ADBE vs PEG
+148.3%
-0.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | -12.9% | -0.9% | -12.0% | -12.7% |
| 30D | -5.6% | -2.8% | -2.9% | -4.9% |
| 3M | +6.6% | -6.9% | +13.6% | +8.6% |
| 6M | -9.6% | -11.4% | +1.8% | -6.9% |
| YTD | -28.9% | -7.4% | -21.5% | -28.1% |
| 1Y | -28.9% | -8.3% | -20.7% | -28.1% |
| 3Y | -55.6% | +31.5% | -87.1% | -61.3% |
| 5Y | -62.2% | +38.0% | -100.2% | -67.9% |
| All | +148.0% | +148.3% | -0.3% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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