-45.5%
ADBE vs U
-43.3%
-2.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -8.9% | +4.4% | -13.3% | -9.7% |
| 30D | -6.6% | -1.3% | -5.3% | -6.4% |
| 3M | +7.1% | +49.6% | -42.4% | -1.4% |
| 6M | -9.8% | +100.2% | -110.0% | -21.8% |
| YTD | -27.2% | -3.7% | -23.5% | -29.1% |
| 1Y | -28.0% | -6.5% | -21.5% | -30.4% |
| 3Y | -54.5% | +12.9% | -67.4% | -60.6% |
| 5Y | -61.5% | -68.3% | +6.8% | -60.8% |
| All | -45.5% | -43.3% | -2.2% | -52.5% |
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