+151.4%
ADBE vs SU
+267.2%
-115.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -5.4% | +2.2% | -7.6% | -5.7% |
| 30D | -2.5% | +8.4% | -11.0% | -3.9% |
| 3M | +15.3% | +12.1% | +3.2% | +12.7% |
| 6M | -7.8% | +19.7% | -27.5% | -11.1% |
| YTD | -27.9% | +58.4% | -86.3% | -34.0% |
| 1Y | -28.0% | +67.2% | -95.3% | -34.8% |
| 3Y | -55.3% | +125.0% | -180.4% | -62.2% |
| 5Y | -61.7% | +355.1% | -416.8% | -72.3% |
| All | +151.4% | +267.2% | -115.8% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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