-57.7%
ADBE vs TER
+150.3%
-208.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.6% | -5.5% | -2.8% |
| 7D | -4.4% | -20.5% | +16.1% | -5.4% |
| 30D | +2.8% | -47.0% | +49.8% | -0.1% |
| 3M | -8.0% | -43.3% | +35.2% | -10.2% |
| 6M | -4.3% | -42.9% | +38.6% | -6.6% |
| YTD | -31.6% | +12.9% | -44.5% | -38.0% |
| 1Y | -26.9% | +18.2% | -45.1% | -34.3% |
| 3Y | -57.7% | +151.8% | -209.5% | -68.9% |
| All | -57.7% | +150.3% | -208.0% | -68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling