-55.9%
ADBE vs XBI
+99.8%
-155.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.1% |
| 7D | -12.9% | -4.6% | -8.3% | -12.2% |
| 30D | -5.6% | -0.8% | -4.9% | -5.6% |
| 3M | +6.6% | +21.8% | -15.2% | +2.4% |
| 6M | -9.6% | +23.2% | -32.7% | -13.7% |
| YTD | -28.9% | +28.7% | -57.6% | -33.0% |
| 1Y | -28.9% | +67.8% | -96.7% | -37.5% |
| All | -55.9% | +99.8% | -155.7% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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