+814.6%
ADBE vs URA
-31.1%
+845.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.8% | -7.5% | -6.9% |
| 7D | -8.6% | +1.1% | -9.7% | -8.8% |
| 30D | +2.8% | +7.4% | -4.6% | +0.7% |
| 3M | +3.1% | -8.4% | +11.5% | +4.3% |
| 6M | -2.4% | -12.7% | +10.3% | -1.2% |
| YTD | -23.9% | +7.8% | -31.6% | -28.6% |
| 1Y | -22.6% | +19.5% | -42.0% | -30.9% |
| 3Y | -52.7% | +116.4% | -169.1% | -66.6% |
| 5Y | -60.0% | +134.3% | -194.3% | -73.5% |
| 10Y | +157.3% | +359.3% | -201.9% | +26.8% |
| All | +814.6% | -31.1% | +845.7% | +646.7% |
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