-50.7%
ADBE vs USAR
+74.5%
-125.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.5% |
| 7D | -10.1% | +2.3% | -12.4% | -10.1% |
| 30D | -3.0% | -8.6% | +5.6% | -3.1% |
| 3M | +5.0% | -20.5% | +25.5% | +5.1% |
| 6M | -9.3% | +1.2% | -10.5% | -9.1% |
| YTD | -26.5% | +48.4% | -74.9% | -26.3% |
| 1Y | -28.3% | +30.6% | -58.9% | -28.1% |
| 3Y | -54.1% | +73.6% | -127.7% | -54.4% |
| All | -50.7% | +74.5% | -125.2% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling