+3,922.7%
DELL vs ADBE
+150.9%
+3,771.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.4% | -3.0% | -4.4% |
| 7D | -1.9% | -12.9% | +11.0% | +3.4% |
| 30D | +14.9% | -5.6% | +20.5% | +16.8% |
| 3M | +37.2% | +6.6% | +30.6% | +29.3% |
| 6M | +254.0% | -9.6% | +263.5% | +257.5% |
| YTD | +306.1% | -28.9% | +335.0% | +353.4% |
| 1Y | +312.3% | -28.9% | +341.2% | +357.5% |
| 3Y | +654.0% | -55.6% | +709.6% | +896.3% |
| 5Y | +1,055.3% | -62.2% | +1,117.6% | +1,458.3% |
| All | +3,922.7% | +150.9% | +3,771.8% | +2,239.7% |
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 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