+739.4%
GLD vs ADBE
+715.8%
+23.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.8% |
| 7D | +4.7% | -4.4% | +9.1% | +4.7% |
| 30D | -0.9% | +2.8% | -3.7% | -0.9% |
| 3M | -4.4% | -8.0% | +3.6% | -4.4% |
| 6M | -13.6% | -4.3% | -9.2% | -13.6% |
| YTD | -6.0% | -31.6% | +25.6% | -5.8% |
| 1Y | +1.8% | -26.9% | +28.7% | +2.0% |
| 3Y | +103.2% | -57.7% | +160.9% | +104.5% |
| 5Y | +119.3% | -63.9% | +183.2% | +120.1% |
| 10Y | +199.5% | +125.3% | +74.1% | +200.3% |
| All | +739.4% | +715.8% | +23.6% | +720.1% |
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 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