+20,809.8%
ADBE vs USB
+8,296.0%
+12,513.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -1.0% | +0.3% |
| 7D | -0.5% | +2.4% | -2.9% | -1.3% |
| 30D | +4.1% | +6.6% | -2.5% | +1.9% |
| 3M | -3.5% | -4.1% | +0.6% | -2.2% |
| 6M | -2.2% | +12.5% | -14.6% | -6.4% |
| YTD | -29.0% | +17.6% | -46.6% | -33.4% |
| 1Y | -25.9% | +36.5% | -62.4% | -33.9% |
| 3Y | -55.9% | +95.4% | -151.3% | -65.8% |
| 5Y | -63.1% | +26.1% | -89.3% | -67.6% |
| 10Y | +134.0% | +101.3% | +32.7% | +64.8% |
| All | +20,809.8% | +8,296.0% | +12,513.8% | +5,242.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling