+282.9%
SMH vs ADBE
-55.1%
+338.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.3% |
| 7D | +0.3% | -5.4% | +5.6% | +1.0% |
| 30D | -2.8% | -2.5% | -0.3% | -2.7% |
| 3M | -6.7% | +15.3% | -22.0% | -10.2% |
| 6M | +41.8% | -7.8% | +49.6% | +44.0% |
| YTD | +57.9% | -27.9% | +85.8% | +74.1% |
| 1Y | +87.6% | -28.0% | +115.7% | +106.1% |
| 3Y | +282.9% | -55.3% | +338.3% | +379.5% |
| All | +282.9% | -55.1% | +338.1% | +379.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling