+247.9%
SOXX vs ADBE
-62.0%
+309.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.4% |
| 7D | +1.4% | -5.4% | +6.7% | +3.4% |
| 30D | -3.6% | -2.5% | -1.1% | -3.3% |
| 3M | -10.2% | +15.3% | -25.4% | -17.7% |
| 6M | +54.2% | -7.8% | +62.1% | +53.3% |
| YTD | +75.2% | -27.9% | +103.1% | +95.8% |
| 1Y | +107.5% | -28.0% | +135.6% | +130.4% |
| 3Y | +226.8% | -55.3% | +282.1% | +346.9% |
| All | +247.9% | -62.0% | +309.8% | +365.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling