+45.2%
AMZN vs ADBE
-62.6%
+107.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.9% |
| 7D | -2.7% | -12.9% | +10.2% | +3.3% |
| 30D | -7.5% | -5.6% | -1.8% | -5.6% |
| 3M | +5.8% | +6.6% | -0.8% | +0.8% |
| 6M | +17.5% | -9.6% | +27.1% | +19.5% |
| YTD | +9.1% | -28.9% | +38.0% | +25.1% |
| 1Y | +9.4% | -28.9% | +38.3% | +24.7% |
| 3Y | +82.2% | -55.6% | +137.8% | +154.9% |
| 5Y | +45.2% | -62.2% | +107.5% | +94.1% |
| All | +45.2% | -62.6% | +107.9% | +94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling