-25.9%
ADBE vs SPXU
-30.4%
+4.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.8% | +0.6% |
| 7D | -0.5% | +2.2% | -2.7% | -0.3% |
| 30D | +4.1% | +3.8% | +0.3% | +4.4% |
| 3M | -3.5% | +3.3% | -6.8% | -3.2% |
| 6M | -2.2% | -16.7% | +14.6% | -3.7% |
| YTD | -29.0% | -28.6% | -0.4% | -31.0% |
| 1Y | -25.9% | -30.6% | +4.7% | -28.3% |
| All | -25.9% | -30.4% | +4.4% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling