-28.0%
ADBE vs U
-6.3%
-21.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -8.9% | +4.4% | -13.3% | -9.4% |
| 30D | -6.6% | -1.3% | -5.3% | -6.5% |
| 3M | +7.1% | +49.6% | -42.4% | +0.9% |
| 6M | -9.8% | +100.2% | -110.0% | -17.4% |
| YTD | -27.2% | -3.7% | -23.5% | -30.2% |
| 1Y | -28.0% | -6.5% | -21.5% | -29.9% |
| All | -28.0% | -6.3% | -21.7% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling