-62.2%
ADBE vs SPXU
-85.5%
+23.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -1.6% |
| 7D | -12.9% | +6.4% | -19.3% | -10.6% |
| 30D | -5.6% | +5.9% | -11.6% | -3.1% |
| 3M | +6.6% | -11.7% | +18.3% | +1.6% |
| 6M | -9.6% | -28.7% | +19.1% | -20.5% |
| YTD | -28.9% | -26.4% | -2.6% | -36.3% |
| 1Y | -28.9% | -35.2% | +6.3% | -39.4% |
| 3Y | -55.6% | -79.8% | +24.2% | -75.0% |
| 5Y | -62.2% | -86.1% | +23.8% | -76.2% |
| All | -62.2% | -85.5% | +23.3% | -76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling