-62.2%
ADBE vs SYY
+20.0%
-82.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.6% |
| 7D | -12.9% | +1.5% | -14.4% | -13.3% |
| 30D | -5.6% | -2.3% | -3.3% | -5.0% |
| 3M | +6.6% | +5.5% | +1.1% | +5.0% |
| 6M | -9.6% | -1.0% | -8.6% | -9.8% |
| YTD | -28.9% | +14.1% | -43.0% | -33.4% |
| 1Y | -28.9% | +5.6% | -34.5% | -31.4% |
| 3Y | -55.6% | +27.9% | -83.5% | -61.6% |
| 5Y | -62.2% | +22.7% | -85.0% | -66.7% |
| All | -62.2% | +20.0% | -82.2% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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