-28.0%
ADBE vs USAR
+25.8%
-53.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -1.0% |
| 7D | -8.9% | -4.4% | -4.5% | -9.0% |
| 30D | -6.6% | -10.4% | +3.8% | -6.8% |
| 3M | +7.1% | -18.4% | +25.5% | +7.4% |
| 6M | -9.8% | -8.8% | -0.9% | -9.5% |
| YTD | -27.2% | +43.4% | -70.5% | -27.5% |
| 1Y | -28.0% | +21.0% | -49.0% | -31.0% |
| All | -28.0% | +25.8% | -53.8% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling