+137.3%
ADBE vs PWR
+1,844.4%
-1,707.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.0% |
| 7D | +1.6% | +11.3% | -9.7% | -0.7% |
| 30D | +1.0% | -8.9% | +9.9% | +2.0% |
| 3M | -10.1% | -10.5% | +0.4% | -9.4% |
| 6M | +3.0% | -22.2% | +25.1% | +6.0% |
| YTD | -30.5% | +42.7% | -73.3% | -41.5% |
| 1Y | -27.1% | +41.1% | -68.3% | -38.7% |
| 3Y | -58.8% | +242.7% | -301.6% | -76.1% |
| 5Y | -63.0% | +418.5% | -481.6% | -82.0% |
| All | +137.3% | +1,844.4% | -1,707.1% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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