+76.5%
SPY vs ADBE
-54.7%
+131.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.3% |
| 7D | -0.4% | -8.9% | +8.5% | +1.1% |
| 30D | -1.4% | -6.6% | +5.3% | -0.5% |
| 3M | +3.7% | +7.1% | -3.4% | +2.0% |
| 6M | +13.0% | -9.8% | +22.8% | +14.6% |
| YTD | +12.4% | -27.2% | +39.6% | +19.2% |
| 1Y | +18.5% | -28.0% | +46.5% | +25.8% |
| All | +76.5% | -54.7% | +131.1% | +97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling