-52.4%
ADBE vs U
+9.8%
-62.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -6.6% |
| 7D | -8.6% | -3.8% | -4.8% | -8.1% |
| 30D | +2.8% | +17.5% | -14.7% | +0.6% |
| 3M | +3.1% | +38.7% | -35.6% | -1.4% |
| 6M | -2.4% | +104.4% | -106.8% | -10.9% |
| YTD | -23.9% | -5.7% | -18.2% | -25.3% |
| 1Y | -22.6% | +3.7% | -26.3% | -25.4% |
| All | -52.4% | +9.8% | -62.2% | -58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling