+77.8%
JNJ vs ADBE
-55.1%
+132.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.3% |
| 7D | -3.5% | -5.4% | +1.9% | -3.5% |
| 30D | +2.3% | -2.5% | +4.8% | +2.3% |
| 3M | +12.0% | +15.3% | -3.3% | +12.1% |
| 6M | +10.5% | -7.8% | +18.3% | +10.2% |
| YTD | +30.4% | -27.9% | +58.3% | +30.1% |
| 1Y | +52.1% | -28.0% | +80.2% | +51.8% |
| 3Y | +77.8% | -55.3% | +133.1% | +74.7% |
| All | +77.8% | -55.1% | +132.9% | +74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling