+127.4%
ADBE vs RSP
+213.6%
-86.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | -3.8% | +0.7% | -4.6% | -4.7% |
| 30D | -2.3% | +3.7% | -6.0% | -5.9% |
| 3M | -13.3% | +0.7% | -14.0% | -13.8% |
| 6M | -6.5% | +9.0% | -15.5% | -14.4% |
| YTD | -32.4% | +16.7% | -49.1% | -42.4% |
| 1Y | -28.0% | +19.0% | -47.0% | -40.0% |
| 3Y | -60.4% | +64.7% | -125.1% | -76.5% |
| 5Y | -63.4% | +49.6% | -113.0% | -75.5% |
| 10Y | +127.4% | +213.2% | -85.7% | -27.8% |
| All | +127.4% | +213.6% | -86.2% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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