-55.9%
ADBE vs TRV
+141.6%
-197.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.5% |
| 7D | -12.9% | -1.5% | -11.4% | -12.6% |
| 30D | -5.6% | -1.8% | -3.8% | -5.2% |
| 3M | +6.6% | +21.6% | -15.0% | +2.1% |
| 6M | -9.6% | +22.5% | -32.0% | -13.6% |
| YTD | -28.9% | +28.1% | -57.1% | -32.9% |
| 1Y | -28.9% | +37.0% | -66.0% | -34.0% |
| All | -55.9% | +141.6% | -197.5% | -61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling