+151.4%
ADBE vs UUUU
+465.5%
-314.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +1.8% |
| 7D | -5.4% | -10.5% | +5.1% | -4.4% |
| 30D | -2.5% | -10.5% | +8.0% | -1.7% |
| 3M | +15.3% | -14.1% | +29.4% | +16.2% |
| 6M | -7.8% | -35.5% | +27.6% | -5.3% |
| YTD | -27.9% | -10.9% | -17.0% | -29.9% |
| 1Y | -28.0% | +3.4% | -31.4% | -32.7% |
| 3Y | -55.3% | +73.1% | -128.4% | -63.0% |
| 5Y | -61.7% | +87.1% | -148.9% | -69.8% |
| All | +151.4% | +465.5% | -314.1% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling