+156.4%
ADBE vs PWR
+2,367.8%
-2,211.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.5% |
| 7D | -8.9% | +2.7% | -11.6% | -9.5% |
| 30D | -6.6% | -5.1% | -1.5% | -5.8% |
| 3M | +7.1% | -9.4% | +16.5% | +7.8% |
| 6M | -9.8% | +10.4% | -20.2% | -15.5% |
| YTD | -27.2% | +48.6% | -75.8% | -38.4% |
| 1Y | -28.0% | +68.0% | -96.0% | -42.1% |
| 3Y | -54.5% | +204.7% | -259.3% | -71.9% |
| 5Y | -61.5% | +451.9% | -513.4% | -81.3% |
| 10Y | +156.4% | +2,425.3% | -2,268.9% | -36.6% |
| All | +156.4% | +2,367.8% | -2,211.4% | -36.6% |
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