-58.8%
ADBE vs XME
+93.2%
-152.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +1.9% |
| 7D | +1.6% | +0.3% | +1.3% | +1.6% |
| 30D | +1.0% | -6.1% | +7.1% | +1.2% |
| 3M | -10.1% | -18.6% | +8.5% | -9.4% |
| 6M | +3.0% | -23.9% | +26.9% | +5.0% |
| YTD | -30.5% | -9.3% | -21.2% | -31.9% |
| 1Y | -27.1% | +1.8% | -28.9% | -30.4% |
| 3Y | -58.8% | +93.0% | -151.8% | -66.0% |
| All | -58.8% | +93.2% | -152.0% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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