+96.2%
SMH vs ADBE
-22.1%
+118.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.7% | +9.3% | +1.0% |
| 7D | +2.5% | -8.6% | +11.1% | +0.4% |
| 30D | -0.5% | +2.8% | -3.2% | +0.5% |
| 3M | -9.6% | +3.1% | -12.8% | -5.3% |
| 6M | +42.1% | -2.4% | +44.5% | +49.2% |
| YTD | +57.4% | -23.9% | +81.3% | +66.4% |
| 1Y | +96.2% | -22.6% | +118.8% | +107.5% |
| All | +96.2% | -22.1% | +118.4% | +107.5% |
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