+113.9%
SOXX vs ADBE
-22.1%
+136.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.7% | +10.2% | +1.3% |
| 7D | +2.2% | -8.6% | +10.8% | -0.6% |
| 30D | -2.0% | +2.8% | -4.8% | -0.7% |
| 3M | -13.7% | +3.1% | -16.8% | -8.4% |
| 6M | +52.4% | -2.4% | +54.8% | +62.1% |
| YTD | +72.8% | -23.9% | +96.7% | +86.3% |
| 1Y | +113.9% | -22.6% | +136.5% | +129.8% |
| All | +113.9% | -22.1% | +136.0% | +129.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling