-54.9%
ADBE vs UL
+21.6%
-76.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.7% | -0.6% |
| 7D | -8.9% | -3.2% | -5.7% | -8.3% |
| 30D | -6.6% | -0.6% | -6.0% | -6.5% |
| 3M | +7.1% | +9.4% | -2.3% | +5.9% |
| 6M | -9.8% | -4.1% | -5.6% | -9.2% |
| YTD | -27.2% | -2.0% | -25.2% | -27.3% |
| 1Y | -28.0% | -9.0% | -19.0% | -27.3% |
| All | -54.9% | +21.6% | -76.5% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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