+156.4%
ADBE vs STT
+262.1%
-105.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -8.9% | +1.0% | -9.9% | -9.2% |
| 30D | -6.6% | +2.8% | -9.4% | -7.7% |
| 3M | +7.1% | +18.1% | -11.0% | +0.3% |
| 6M | -9.8% | +59.2% | -69.0% | -24.6% |
| YTD | -27.2% | +51.5% | -78.6% | -38.2% |
| 1Y | -28.0% | +75.7% | -103.7% | -42.2% |
| 3Y | -54.5% | +200.8% | -255.3% | -70.6% |
| 5Y | -61.5% | +155.8% | -217.3% | -74.3% |
| 10Y | +156.4% | +266.4% | -109.9% | +39.7% |
| All | +156.4% | +262.1% | -105.6% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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