+1,269.2%
SMH vs ADBE
+728.9%
+540.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +2.9% |
| 7D | +5.2% | -10.1% | +15.3% | +10.4% |
| 30D | -1.5% | -3.0% | +1.5% | -1.0% |
| 3M | -4.1% | +5.0% | -9.1% | -9.9% |
| 6M | +50.8% | -9.3% | +60.1% | +49.3% |
| YTD | +59.3% | -26.5% | +85.8% | +73.6% |
| 1Y | +94.1% | -28.3% | +122.4% | +112.5% |
| 3Y | +286.7% | -54.1% | +340.8% | +409.1% |
| 5Y | +339.4% | -61.2% | +400.6% | +515.8% |
| 10Y | +1,803.3% | +152.5% | +1,650.8% | +939.9% |
| All | +1,269.2% | +728.9% | +540.4% | +175.4% |
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 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