-61.1%
ADBE vs TECH
-42.1%
-19.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -10.1% | +0.2% | -10.3% | -10.1% |
| 30D | -3.0% | +0.1% | -3.1% | -3.0% |
| 3M | +5.0% | +37.5% | -32.5% | -5.8% |
| 6M | -9.3% | +34.6% | -43.9% | -19.1% |
| YTD | -26.5% | +23.5% | -50.0% | -32.9% |
| 1Y | -28.3% | +34.4% | -62.7% | -37.1% |
| 3Y | -54.1% | +2.3% | -56.4% | -58.0% |
| All | -61.1% | -42.1% | -19.0% | -51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling