+585.7%
JPM vs ADBE
+150.9%
+434.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | +0.2% |
| 7D | -2.3% | -12.9% | +10.6% | +0.8% |
| 30D | -2.3% | -5.6% | +3.3% | -1.3% |
| 3M | +14.9% | +6.6% | +8.3% | +11.9% |
| 6M | +23.6% | -9.6% | +33.2% | +24.7% |
| YTD | +11.3% | -28.9% | +40.2% | +19.1% |
| 1Y | +19.9% | -28.9% | +48.8% | +27.9% |
| 3Y | +162.6% | -55.6% | +218.2% | +207.7% |
| 5Y | +154.6% | -62.2% | +216.9% | +201.7% |
| All | +585.7% | +150.9% | +434.8% | +405.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling