-48.0%
ADBE vs U
-29.6%
-18.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.2% | -3.3% | +0.9% |
| 7D | +1.6% | +2.6% | -1.0% | +1.1% |
| 30D | +1.0% | +27.6% | -26.6% | -4.0% |
| 3M | -10.1% | +15.3% | -25.5% | -13.2% |
| 6M | +3.0% | +96.4% | -93.4% | -10.8% |
| YTD | -30.5% | +19.6% | -50.1% | -35.6% |
| 1Y | -27.1% | +42.1% | -69.2% | -34.9% |
| 3Y | -58.8% | +87.5% | -146.4% | -68.1% |
| 5Y | -63.0% | -73.1% | +10.1% | -61.2% |
| All | -48.0% | -29.6% | -18.4% | -56.8% |
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