-55.3%
ADBE vs TRU
-1.3%
-54.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.0% |
| 7D | -5.4% | -2.7% | -2.6% | -4.5% |
| 30D | -2.5% | -2.0% | -0.5% | -1.7% |
| 3M | +15.3% | +18.4% | -3.2% | +10.1% |
| 6M | -7.8% | +8.9% | -16.7% | -10.1% |
| YTD | -27.9% | -8.9% | -19.0% | -26.6% |
| 1Y | -28.0% | -15.9% | -12.2% | -25.4% |
| 3Y | -55.3% | -1.1% | -54.2% | -53.6% |
| All | -55.3% | -1.3% | -54.0% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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