+721.2%
ADBE vs URA
-51.6%
+772.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.4% | -7.3% | -4.0% |
| 7D | -4.4% | -4.1% | -0.2% | -3.5% |
| 30D | +2.8% | -19.0% | +21.8% | +7.9% |
| 3M | -8.0% | -25.1% | +17.1% | -2.1% |
| 6M | -4.3% | -44.5% | +40.1% | +8.7% |
| YTD | -31.6% | -24.3% | -7.3% | -30.4% |
| 1Y | -26.9% | -28.1% | +1.2% | -24.9% |
| 3Y | -57.7% | +40.7% | -98.4% | -66.6% |
| 5Y | -63.9% | +35.5% | -99.3% | -72.1% |
| 10Y | +125.3% | +281.2% | -155.8% | +14.3% |
| All | +721.2% | -51.6% | +772.8% | +627.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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