-60.9%
ADBE vs TRV
+162.8%
-223.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +0.8% |
| 7D | -5.4% | +1.9% | -7.3% | -5.8% |
| 30D | -2.5% | +1.7% | -4.2% | -2.9% |
| 3M | +15.3% | +23.9% | -8.6% | +9.3% |
| 6M | -7.8% | +26.3% | -34.1% | -13.1% |
| YTD | -27.9% | +30.8% | -58.7% | -32.7% |
| 1Y | -28.0% | +36.3% | -64.4% | -33.6% |
| 3Y | -55.3% | +145.0% | -200.3% | -64.7% |
| All | -60.9% | +162.8% | -223.7% | -69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling