+2,536.4%
IBM vs ADBE
+19,973.4%
-17,437.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | -0.3% | -3.2% | +2.9% | +0.4% |
| 30D | +6.8% | +1.0% | +5.8% | +6.4% |
| 3M | +4.4% | -7.8% | +12.2% | +5.9% |
| 6M | +13.2% | -1.0% | +14.1% | +13.3% |
| YTD | -15.1% | -31.8% | +16.7% | -8.5% |
| 1Y | -20.2% | -29.2% | +9.0% | -14.6% |
| 3Y | +79.3% | -60.1% | +139.4% | +111.0% |
| 5Y | +147.5% | -63.7% | +211.2% | +188.2% |
| 10Y | +140.2% | +130.1% | +10.1% | +89.2% |
| All | +2,536.4% | +19,973.4% | -17,437.0% | +712.0% |
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