-25.9%
ADBE vs TRV
+54.4%
-80.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | -0.6% |
| 7D | -0.5% | +3.9% | -4.4% | -2.2% |
| 30D | +4.1% | +13.5% | -9.4% | -1.3% |
| 3M | -3.5% | +8.9% | -12.4% | -7.0% |
| 6M | -2.2% | +36.8% | -38.9% | -10.6% |
| YTD | -29.0% | +42.7% | -71.7% | -37.9% |
| 1Y | -25.9% | +49.9% | -75.8% | -35.9% |
| All | -25.9% | +54.4% | -80.3% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling