-32.7%
ADBE vs RVMD
+622.3%
-655.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -5.4% | -3.0% | -2.4% | -5.0% |
| 30D | -2.5% | -0.7% | -1.8% | -2.5% |
| 3M | +15.3% | +36.5% | -21.3% | +10.2% |
| 6M | -7.8% | +104.6% | -112.5% | -17.5% |
| YTD | -27.9% | +155.8% | -183.8% | -38.2% |
| 1Y | -28.0% | +340.7% | -368.7% | -43.1% |
| 3Y | -55.3% | +519.9% | -575.2% | -67.9% |
| 5Y | -61.7% | +584.9% | -646.7% | -74.9% |
| All | -32.7% | +622.3% | -655.0% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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