+132.9%
ADBE vs TECH
+187.7%
-54.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -3.2% | +0.2% | -3.5% | -3.3% |
| 30D | +1.0% | +0.5% | +0.5% | +0.8% |
| 3M | -7.8% | +1.0% | -8.8% | -8.2% |
| 6M | -1.0% | +54.1% | -55.0% | -18.8% |
| YTD | -31.8% | +24.4% | -56.2% | -40.1% |
| 1Y | -29.2% | +19.3% | -48.5% | -36.8% |
| 3Y | -60.1% | +28.5% | -88.6% | -69.2% |
| 5Y | -63.7% | -41.0% | -22.8% | -56.7% |
| All | +132.9% | +187.7% | -54.8% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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