-25.9%
ADBE vs USB
+36.4%
-62.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -1.0% | +0.8% |
| 7D | -0.5% | +2.4% | -2.9% | -0.8% |
| 30D | +4.1% | +6.6% | -2.5% | +3.4% |
| 3M | -3.5% | -4.1% | +0.6% | -3.8% |
| 6M | -2.2% | +12.5% | -14.6% | -3.0% |
| YTD | -29.0% | +17.6% | -46.6% | -30.8% |
| 1Y | -25.9% | +36.5% | -62.4% | -33.1% |
| All | -25.9% | +36.4% | -62.3% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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