+151.4%
ADBE vs RSG
+428.9%
-277.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.9% |
| 7D | -5.4% | 0.0% | -5.4% | -5.3% |
| 30D | -2.5% | +4.0% | -6.5% | -4.7% |
| 3M | +15.3% | +7.4% | +7.9% | +10.7% |
| 6M | -7.8% | +0.1% | -8.0% | -8.2% |
| YTD | -27.9% | +6.0% | -34.0% | -30.7% |
| 1Y | -28.0% | -3.0% | -25.1% | -27.2% |
| 3Y | -55.3% | +56.5% | -111.8% | -67.2% |
| 5Y | -61.7% | +90.9% | -152.6% | -75.7% |
| All | +151.4% | +428.9% | -277.5% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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