+802.0%
ADBE vs SPXU
-100.0%
+902.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -2.8% |
| 7D | -10.1% | -1.5% | -8.6% | -10.5% |
| 30D | -3.0% | +3.7% | -6.7% | -1.3% |
| 3M | +5.0% | -9.6% | +14.6% | +1.2% |
| 6M | -9.3% | -32.4% | +23.1% | -21.6% |
| YTD | -26.5% | -28.7% | +2.2% | -34.7% |
| 1Y | -28.3% | -38.2% | +9.9% | -39.5% |
| 3Y | -54.1% | -80.4% | +26.4% | -72.7% |
| 5Y | -61.2% | -86.0% | +24.8% | -74.9% |
| 10Y | +152.5% | -99.5% | +252.0% | -32.1% |
| All | +802.0% | -100.0% | +902.0% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling