-61.5%
ADBE vs UL
+19.6%
-81.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.7% | -0.4% |
| 7D | -8.9% | -3.2% | -5.7% | -8.0% |
| 30D | -6.6% | -0.6% | -6.0% | -6.4% |
| 3M | +7.1% | +9.4% | -2.3% | +4.6% |
| 6M | -9.8% | -4.1% | -5.6% | -8.7% |
| YTD | -27.2% | -2.0% | -25.2% | -27.2% |
| 1Y | -28.0% | -9.0% | -19.0% | -26.4% |
| 3Y | -54.5% | +21.8% | -76.3% | -58.4% |
| 5Y | -61.5% | +20.6% | -82.1% | -67.7% |
| All | -61.5% | +19.6% | -81.1% | -67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling