+4,770.1%
DELL vs ADBE
+155.6%
+4,614.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.5% | +5.3% | +3.2% |
| 7D | +25.6% | -10.1% | +35.7% | +30.6% |
| 30D | +17.7% | -3.0% | +20.7% | +18.3% |
| 3M | +33.4% | +5.0% | +28.4% | +26.8% |
| 6M | +266.2% | -9.3% | +275.5% | +269.8% |
| YTD | +328.0% | -26.5% | +354.5% | +371.3% |
| 1Y | +339.6% | -28.3% | +367.9% | +386.3% |
| 3Y | +694.6% | -54.1% | +748.7% | +935.5% |
| 5Y | +1,122.0% | -61.2% | +1,183.2% | +1,530.4% |
| 10Y | +4,062.5% | +152.5% | +3,910.0% | +2,376.0% |
| All | +4,770.1% | +155.6% | +4,614.5% | +2,787.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling