+1,789.8%
SMH vs ADBE
+150.9%
+1,638.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | -0.1% | -1.3% |
| 7D | +1.4% | -12.9% | +14.3% | +8.1% |
| 30D | -2.2% | -5.6% | +3.4% | -0.2% |
| 3M | -1.9% | +6.6% | -8.5% | -8.7% |
| 6M | +41.0% | -9.6% | +50.6% | +40.4% |
| YTD | +55.6% | -28.9% | +84.5% | +75.6% |
| 1Y | +86.8% | -28.9% | +115.8% | +109.0% |
| 3Y | +277.7% | -55.6% | +333.2% | +427.4% |
| 5Y | +324.2% | -62.2% | +386.4% | +528.4% |
| All | +1,789.8% | +150.9% | +1,638.9% | +870.4% |
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