+120.2%
ADBE vs SW
+182.7%
-62.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.8% |
| 7D | -4.4% | +2.3% | -6.7% | -4.6% |
| 30D | +2.8% | +6.8% | -4.0% | +2.2% |
| 3M | -8.0% | -5.2% | -2.9% | -7.7% |
| 6M | -4.3% | +7.4% | -11.8% | -5.3% |
| YTD | -31.6% | +17.4% | -49.0% | -33.1% |
| 1Y | -26.9% | +27.1% | -54.0% | -29.0% |
| 3Y | -57.7% | +47.9% | -105.5% | -59.8% |
| 5Y | -63.9% | -2.6% | -61.3% | -65.4% |
| All | +120.2% | +182.7% | -62.5% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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