-61.1%
ADBE vs TER
+219.3%
-280.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.2% | -7.7% | -4.0% |
| 7D | -10.1% | +11.0% | -21.0% | -11.4% |
| 30D | -3.0% | -1.9% | -1.1% | -3.3% |
| 3M | +5.0% | -0.7% | +5.7% | +1.8% |
| 6M | -9.3% | +36.4% | -45.7% | -21.1% |
| YTD | -26.5% | +92.4% | -118.9% | -43.4% |
| 1Y | -28.3% | +213.5% | -241.8% | -54.2% |
| 3Y | -54.1% | +277.2% | -331.3% | -75.9% |
| All | -61.1% | +219.3% | -280.4% | -78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling