+151.4%
ADBE vs TRI
+196.2%
-44.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.3% |
| 7D | -5.4% | -7.9% | +2.5% | -0.5% |
| 30D | -2.5% | -4.5% | +2.0% | +0.3% |
| 3M | +15.3% | +22.1% | -6.8% | +0.7% |
| 6M | -7.8% | -2.8% | -5.1% | -7.9% |
| YTD | -27.9% | -23.4% | -4.5% | -17.0% |
| 1Y | -28.0% | -41.5% | +13.5% | -1.3% |
| 3Y | -55.3% | -19.2% | -36.1% | -53.8% |
| 5Y | -61.7% | -9.4% | -52.3% | -63.9% |
| All | +151.4% | +196.2% | -44.8% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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