+694.4%
ADBE vs PSX
+1,139.4%
-445.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | -8.6% | +4.5% | -13.1% | -9.6% |
| 30D | +2.8% | +26.6% | -23.8% | -3.0% |
| 3M | +3.1% | +39.3% | -36.1% | -5.0% |
| 6M | -2.4% | +56.8% | -59.2% | -12.9% |
| YTD | -23.9% | +101.8% | -125.7% | -36.2% |
| 1Y | -22.6% | +99.6% | -122.2% | -35.2% |
| 3Y | -52.7% | +140.3% | -193.0% | -63.0% |
| 5Y | -60.0% | +339.3% | -399.4% | -74.0% |
| 10Y | +157.3% | +369.9% | -212.5% | +51.4% |
| All | +694.4% | +1,139.4% | -445.1% | +271.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling