+17.9%
JPM vs ADBE
-29.8%
+47.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | -0.3% |
| 7D | -2.3% | -12.9% | +10.6% | -2.5% |
| 30D | -2.3% | -5.6% | +3.3% | -2.3% |
| 3M | +14.9% | +6.6% | +8.3% | +15.1% |
| 6M | +23.6% | -9.6% | +33.2% | +25.0% |
| YTD | +11.3% | -28.9% | +40.2% | +14.8% |
| All | +17.9% | -29.8% | +47.8% | +21.5% |
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