+42.0%
SOFI vs ADBE
-49.6%
+91.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | -0.2% |
| 7D | -4.9% | -5.4% | +0.4% | -1.8% |
| 30D | -3.5% | -2.5% | -0.9% | -2.6% |
| 3M | +3.9% | +15.3% | -11.4% | -7.9% |
| 6M | -6.5% | -7.8% | +1.3% | -5.7% |
| YTD | -33.8% | -27.9% | -5.9% | -22.1% |
| 1Y | -33.3% | -28.0% | -5.2% | -21.7% |
| 3Y | +94.6% | -55.3% | +149.9% | +196.7% |
| 5Y | +13.3% | -61.7% | +75.0% | +90.5% |
| All | +42.0% | -49.6% | +91.6% | +76.6% |
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