+361.5%
LLY vs ADBE
-61.0%
+422.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.3% | -1.7% |
| 7D | -3.1% | -10.1% | +7.0% | -1.5% |
| 30D | -5.1% | -3.0% | -2.1% | -4.7% |
| 3M | -2.1% | +5.0% | -7.1% | -3.2% |
| 6M | +13.8% | -9.3% | +23.1% | +14.7% |
| YTD | +5.1% | -26.5% | +31.6% | +9.4% |
| 1Y | +53.1% | -28.3% | +81.4% | +59.7% |
| 3Y | +95.6% | -54.1% | +149.7% | +115.4% |
| 5Y | +361.5% | -61.2% | +422.7% | +416.6% |
| All | +361.5% | -61.0% | +422.5% | +416.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling