-61.2%
ADBE vs SPOT
+108.1%
-169.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -2.7% |
| 7D | -10.1% | -2.9% | -7.2% | -9.3% |
| 30D | -3.0% | +8.3% | -11.3% | -5.3% |
| 3M | +5.0% | +5.1% | -0.1% | +3.4% |
| 6M | -9.3% | -6.5% | -2.8% | -8.5% |
| YTD | -26.5% | -9.0% | -17.5% | -25.8% |
| 1Y | -28.3% | -26.4% | -1.9% | -22.8% |
| 3Y | -54.1% | +240.0% | -294.1% | -72.9% |
| 5Y | -61.2% | +111.7% | -172.9% | -77.3% |
| All | -61.2% | +108.1% | -169.4% | -77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling