-59.8%
ADBE vs USAR
-19.4%
-40.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.4% | -4.0% | +0.4% |
| 7D | -4.4% | +0.8% | -5.2% | -4.3% |
| 30D | -0.2% | -30.1% | +29.8% | -0.5% |
| 3M | -9.9% | -56.3% | +46.4% | -10.5% |
| 6M | -3.5% | -68.6% | +65.1% | -3.9% |
| YTD | -32.1% | -30.5% | -1.6% | -32.4% |
| 1Y | -28.7% | -53.5% | +24.8% | -28.9% |
| All | -59.8% | -19.4% | -40.4% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling