-64.1%
ADBE vs RACE
+65.0%
-129.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.2% |
| 7D | -4.4% | +5.1% | -9.5% | -6.6% |
| 30D | +2.8% | +7.7% | -4.9% | -0.7% |
| 3M | -8.0% | +2.2% | -10.2% | -9.1% |
| 6M | -4.3% | +23.8% | -28.1% | -14.1% |
| YTD | -31.6% | +13.9% | -45.5% | -36.7% |
| 1Y | -26.9% | +3.8% | -30.7% | -29.2% |
| 3Y | -57.7% | +28.0% | -85.7% | -67.8% |
| All | -64.1% | +65.0% | -129.1% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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