+152.5%
ADBE vs RY
+371.6%
-219.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.0% |
| 7D | -10.1% | +2.7% | -12.8% | -11.5% |
| 30D | -3.0% | -1.0% | -2.0% | -2.6% |
| 3M | +5.0% | +7.6% | -2.6% | -0.3% |
| 6M | -9.3% | +29.5% | -38.8% | -23.5% |
| YTD | -26.5% | +24.2% | -50.7% | -36.6% |
| 1Y | -28.3% | +46.4% | -74.7% | -44.4% |
| 3Y | -54.1% | +159.4% | -213.5% | -75.9% |
| 5Y | -61.2% | +141.8% | -203.1% | -78.7% |
| 10Y | +152.5% | +373.9% | -221.4% | -6.5% |
| All | +152.5% | +371.6% | -219.1% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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