+20,355.4%
ADBE vs UL
+2,770.2%
+17,585.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.5% |
| 7D | +1.6% | +1.1% | +0.5% | +1.1% |
| 30D | +1.0% | +4.5% | -3.5% | -0.8% |
| 3M | -10.1% | +6.5% | -16.6% | -12.4% |
| 6M | +3.0% | +18.2% | -15.2% | -4.0% |
| YTD | -30.5% | +4.7% | -35.2% | -32.5% |
| 1Y | -27.1% | +0.8% | -27.9% | -28.1% |
| 3Y | -58.8% | +35.9% | -94.7% | -64.7% |
| 5Y | -63.0% | +33.4% | -96.4% | -68.5% |
| 10Y | +134.5% | +106.9% | +27.5% | +63.1% |
| All | +20,355.4% | +2,770.2% | +17,585.2% | +4,155.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling