-5.0%
IBM vs ADBE
-29.7%
+24.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +3.9% |
| 7D | +3.6% | -8.9% | +12.5% | +8.4% |
| 30D | +1.5% | -6.6% | +8.2% | +4.6% |
| 3M | -12.9% | +7.1% | -20.0% | -17.3% |
| 6M | -3.9% | -9.8% | +5.9% | -2.0% |
| YTD | -17.3% | -27.2% | +9.8% | -12.6% |
| 1Y | -5.0% | -28.0% | +23.0% | +0.7% |
| All | -5.0% | -29.7% | +24.8% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling