-63.2%
ADBE vs PSX
+306.7%
-369.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | +1.6% | +7.8% | -6.2% | +0.2% |
| 30D | +1.0% | -10.9% | +11.9% | +3.0% |
| 3M | -10.1% | +14.5% | -24.6% | -12.7% |
| 6M | +3.0% | +56.1% | -53.1% | -6.0% |
| YTD | -30.5% | +109.6% | -140.1% | -40.4% |
| 1Y | -27.1% | +95.5% | -122.6% | -36.6% |
| 3Y | -58.8% | +156.2% | -215.0% | -67.0% |
| All | -63.2% | +306.7% | -369.8% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling