+42.0%
SOFI vs ADBE
-49.1%
+91.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.8% | -3.2% |
| 7D | -2.9% | -8.9% | +6.1% | +2.5% |
| 30D | -4.4% | -6.6% | +2.3% | -1.0% |
| 3M | +5.2% | +7.1% | -1.9% | -2.5% |
| 6M | -7.8% | -9.8% | +2.0% | -5.5% |
| YTD | -33.8% | -27.2% | -6.6% | -22.5% |
| 1Y | -33.3% | -28.0% | -5.3% | -21.5% |
| 3Y | +102.7% | -54.5% | +157.2% | +205.4% |
| 5Y | +10.5% | -61.5% | +71.9% | +85.3% |
| All | +42.0% | -49.1% | +91.1% | +75.7% |
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