+148.0%
ADBE vs TECH
+189.8%
-41.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -12.9% | -0.5% | -12.4% | -12.7% |
| 30D | -5.6% | 0.0% | -5.7% | -5.6% |
| 3M | +6.6% | +37.4% | -30.8% | -7.8% |
| 6M | -9.6% | +36.9% | -46.4% | -23.1% |
| YTD | -28.9% | +23.1% | -52.0% | -37.2% |
| 1Y | -28.9% | +42.2% | -71.2% | -42.0% |
| 3Y | -55.6% | +1.9% | -57.5% | -61.1% |
| 5Y | -62.2% | -42.9% | -19.3% | -54.3% |
| All | +148.0% | +189.8% | -41.8% | +19.5% |
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