-60.9%
ADBE vs PSLV
+154.2%
-215.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.4% |
| 7D | -5.4% | -3.5% | -1.9% | -5.2% |
| 30D | -2.5% | -2.1% | -0.4% | -2.4% |
| 3M | +15.3% | -1.6% | +16.9% | +15.4% |
| 6M | -7.8% | -25.5% | +17.7% | -6.4% |
| YTD | -27.9% | -11.4% | -16.5% | -29.6% |
| 1Y | -28.0% | +48.6% | -76.6% | -35.5% |
| 3Y | -55.3% | +166.9% | -222.2% | -64.7% |
| All | -60.9% | +154.2% | -215.2% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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