+12.6%
ADBE vs SPOT
+269.3%
-256.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.5% | +1.2% |
| 7D | +1.6% | +1.6% | 0.0% | +1.1% |
| 30D | +1.0% | +16.9% | -15.9% | -4.0% |
| 3M | -10.1% | +23.0% | -33.1% | -16.1% |
| 6M | +3.0% | +42.2% | -39.2% | -8.6% |
| YTD | -30.5% | +5.5% | -36.0% | -33.3% |
| 1Y | -27.1% | -5.1% | -22.1% | -27.8% |
| 3Y | -58.8% | +257.9% | -316.7% | -75.7% |
| 5Y | -63.0% | +118.4% | -181.4% | -76.2% |
| All | +12.6% | +269.3% | -256.7% | -46.6% |
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