+52.5%
SOXX vs ADBE
-25.8%
+78.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -2.8% |
| 7D | -13.7% | -0.5% | -13.2% | -13.8% |
| 30D | -23.6% | +4.1% | -27.7% | -22.1% |
| 3M | -16.9% | -3.5% | -13.4% | -16.9% |
| 6M | -2.4% | -2.2% | -0.3% | +2.9% |
| YTD | +49.8% | -29.0% | +78.8% | +53.4% |
| 1Y | +52.5% | -25.9% | +78.4% | +54.6% |
| All | +52.5% | -25.8% | +78.4% | +54.6% |
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 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