+711.1%
AVGO vs ADBE
-61.7%
+772.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -0.8% | -8.9% | +8.1% | +2.6% |
| 30D | -13.7% | -6.6% | -7.1% | -11.9% |
| 3M | -6.9% | +7.1% | -14.1% | -11.4% |
| 6M | +5.8% | -9.8% | +15.5% | +7.6% |
| YTD | +5.7% | -27.2% | +32.9% | +18.2% |
| 1Y | +9.0% | -28.0% | +37.0% | +21.3% |
| 3Y | +340.5% | -54.5% | +395.0% | +496.1% |
| 5Y | +711.1% | -61.5% | +772.5% | +994.7% |
| All | +711.1% | -61.7% | +772.7% | +994.7% |
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