-49.4%
ADBE vs U
-32.9%
-16.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.9% | +0.1% |
| 7D | -3.8% | +24.4% | -28.2% | -8.0% |
| 30D | -2.3% | +7.4% | -9.7% | -4.2% |
| 3M | -13.3% | +16.8% | -30.1% | -16.5% |
| 6M | -6.5% | +78.8% | -85.2% | -17.5% |
| YTD | -32.4% | +14.0% | -46.3% | -36.7% |
| 1Y | -28.0% | +16.7% | -44.7% | -33.2% |
| 3Y | -60.4% | +86.4% | -146.7% | -69.3% |
| 5Y | -63.4% | -71.5% | +8.0% | -62.1% |
| All | -49.4% | -32.9% | -16.5% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling