+148.0%
ADBE vs PSX
+384.6%
-236.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.2% |
| 7D | -12.9% | +1.5% | -14.4% | -13.2% |
| 30D | -5.6% | +15.8% | -21.5% | -8.7% |
| 3M | +6.6% | +43.0% | -36.4% | -1.8% |
| 6M | -9.6% | +61.1% | -70.6% | -19.1% |
| YTD | -28.9% | +104.5% | -133.4% | -39.9% |
| 1Y | -28.9% | +102.5% | -131.5% | -40.0% |
| 3Y | -55.6% | +133.5% | -189.1% | -64.5% |
| 5Y | -62.2% | +367.0% | -429.2% | -75.0% |
| All | +148.0% | +384.6% | -236.6% | +57.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling