+156.4%
ADBE vs TER
+1,819.9%
-1,663.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.1% | -1.7% |
| 7D | -8.9% | +12.4% | -21.3% | -11.6% |
| 30D | -6.6% | +5.1% | -11.8% | -8.6% |
| 3M | +7.1% | +4.0% | +3.2% | +0.6% |
| 6M | -9.8% | +29.5% | -39.3% | -24.2% |
| YTD | -27.2% | +98.5% | -125.6% | -48.9% |
| 1Y | -28.0% | +234.1% | -262.1% | -59.8% |
| 3Y | -54.5% | +289.0% | -343.5% | -78.6% |
| 5Y | -61.5% | +228.2% | -289.7% | -81.2% |
| 10Y | +156.4% | +1,895.7% | -1,739.2% | -47.9% |
| All | +156.4% | +1,819.9% | -1,663.5% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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