+565.7%
AMZN vs ADBE
+154.3%
+411.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.6% | +1.2% |
| 7D | -0.7% | -5.4% | +4.7% | +2.2% |
| 30D | -3.9% | -2.5% | -1.4% | -3.3% |
| 3M | +6.3% | +15.3% | -9.0% | -3.5% |
| 6M | +20.8% | -7.8% | +28.6% | +21.3% |
| YTD | +11.2% | -27.9% | +39.2% | +27.6% |
| 1Y | +11.7% | -28.0% | +39.7% | +27.3% |
| 3Y | +79.4% | -55.3% | +134.8% | +155.8% |
| 5Y | +48.0% | -61.7% | +109.8% | +120.6% |
| All | +565.7% | +154.3% | +411.4% | +241.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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