+148.0%
ADBE vs RVTY
+139.0%
+9.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | 0.0% | -1.3% |
| 7D | -12.9% | -7.4% | -5.5% | -9.9% |
| 30D | -5.6% | +4.5% | -10.1% | -7.6% |
| 3M | +6.6% | +19.5% | -12.9% | -2.4% |
| 6M | -9.6% | +34.1% | -43.7% | -22.4% |
| YTD | -28.9% | +25.3% | -54.2% | -37.6% |
| 1Y | -28.9% | +47.0% | -75.9% | -43.0% |
| 3Y | -55.6% | +14.1% | -69.7% | -62.4% |
| 5Y | -62.2% | -34.6% | -27.7% | -55.5% |
| All | +148.0% | +139.0% | +9.0% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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