+21,548.7%
ADBE vs TROW
+14,398.8%
+7,149.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.1% | -3.3% |
| 7D | -10.1% | +0.4% | -10.5% | -10.2% |
| 30D | -3.0% | -4.0% | +1.0% | -1.2% |
| 3M | +5.0% | +5.0% | 0.0% | +2.4% |
| 6M | -9.3% | +24.3% | -33.6% | -18.0% |
| YTD | -26.5% | +9.8% | -36.3% | -30.0% |
| 1Y | -28.3% | +6.4% | -34.7% | -30.8% |
| 3Y | -54.1% | +15.8% | -69.9% | -58.2% |
| 5Y | -61.2% | -37.3% | -23.9% | -54.2% |
| 10Y | +152.5% | +130.6% | +21.9% | +67.5% |
| All | +21,548.7% | +14,398.8% | +7,149.9% | +2,973.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling