+151.4%
ADBE vs TROW
+130.0%
+21.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.5% | +2.0% |
| 7D | -5.4% | -3.2% | -2.2% | -3.6% |
| 30D | -2.5% | -4.6% | +2.1% | +0.1% |
| 3M | +15.3% | -0.7% | +15.9% | +15.2% |
| 6M | -7.8% | +22.2% | -30.1% | -18.4% |
| YTD | -27.9% | +6.6% | -34.6% | -31.3% |
| 1Y | -28.0% | +5.8% | -33.9% | -31.2% |
| 3Y | -55.3% | +11.6% | -66.9% | -60.0% |
| 5Y | -61.7% | -38.9% | -22.8% | -52.5% |
| All | +151.4% | +130.0% | +21.4% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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