+15.2%
ADBE vs SPOT
+214.5%
-199.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -12.9% | -6.9% | -6.1% | -10.9% |
| 30D | -5.6% | +4.1% | -9.8% | -6.9% |
| 3M | +6.6% | +3.7% | +2.9% | +5.4% |
| 6M | -9.6% | -1.6% | -8.0% | -10.2% |
| YTD | -28.9% | -10.2% | -18.7% | -28.0% |
| 1Y | -28.9% | -25.9% | -3.0% | -23.7% |
| 3Y | -55.6% | +235.6% | -291.2% | -73.3% |
| 5Y | -62.2% | +110.6% | -172.8% | -75.5% |
| All | +15.2% | +214.5% | -199.2% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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