+816.6%
GLD vs ADBE
+808.6%
+8.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | -0.8% |
| 7D | -0.5% | -8.6% | +8.1% | -0.5% |
| 30D | +4.4% | +2.8% | +1.6% | +4.4% |
| 3M | -1.1% | +3.1% | -4.2% | -1.1% |
| 6M | -13.8% | -2.4% | -11.4% | -13.8% |
| YTD | +2.6% | -23.9% | +26.5% | +2.9% |
| 1Y | +24.5% | -22.6% | +47.1% | +24.7% |
| 3Y | +125.8% | -52.7% | +178.5% | +127.2% |
| 5Y | +137.8% | -60.0% | +197.8% | +138.5% |
| 10Y | +221.4% | +157.3% | +64.1% | +222.2% |
| All | +816.6% | +808.6% | +8.0% | +795.1% |
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