+8,434.7%
SHOP vs ADBE
+234.9%
+8,199.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.7% | +6.2% | +5.4% |
| 7D | -5.1% | -8.6% | +3.5% | +2.3% |
| 30D | +0.6% | +2.8% | -2.2% | -2.6% |
| 3M | +25.0% | +3.1% | +21.9% | +19.0% |
| 6M | +11.9% | -2.4% | +14.3% | +11.0% |
| YTD | -9.9% | -23.9% | +14.0% | +10.9% |
| 1Y | 0.0% | -22.6% | +22.6% | +19.4% |
| 3Y | +117.5% | -52.7% | +170.2% | +282.6% |
| 5Y | -6.6% | -60.0% | +53.4% | +93.5% |
| 10Y | +3,320.3% | +157.3% | +3,163.0% | +1,428.6% |
| All | +8,434.7% | +234.9% | +8,199.8% | +3,019.7% |
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 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