-25.9%
ADBE vs PSX
+97.5%
-123.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.5% | +5.5% | +1.5% |
| 7D | -0.5% | -5.2% | +4.6% | +0.1% |
| 30D | +4.1% | -3.7% | +7.8% | +4.3% |
| 3M | -3.5% | +26.8% | -30.3% | -7.5% |
| 6M | -2.2% | +47.3% | -49.5% | -8.8% |
| YTD | -29.0% | +105.4% | -134.4% | -35.0% |
| 1Y | -25.9% | +96.9% | -122.8% | -32.3% |
| All | -25.9% | +97.5% | -123.4% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling