+148.0%
ADBE vs TAP
-50.5%
+198.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.3% |
| 7D | -12.9% | -5.3% | -7.7% | -12.0% |
| 30D | -5.6% | -7.4% | +1.7% | -4.3% |
| 3M | +6.6% | -4.9% | +11.5% | +7.7% |
| 6M | -9.6% | -14.2% | +4.6% | -7.1% |
| YTD | -28.9% | -14.8% | -14.1% | -27.1% |
| 1Y | -28.9% | -18.1% | -10.8% | -26.7% |
| 3Y | -55.6% | -32.7% | -22.9% | -52.8% |
| 5Y | -62.2% | -0.5% | -61.8% | -63.3% |
| All | +148.0% | -50.5% | +198.6% | +184.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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