+73.2%
SPY vs ADBE
-63.2%
+136.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.4% |
| 7D | +3.3% | -3.2% | +6.5% | +4.1% |
| 30D | -2.7% | +1.0% | -3.6% | -3.1% |
| 3M | -1.7% | -7.8% | +6.1% | -0.4% |
| 6M | +3.1% | -1.0% | +4.0% | +1.5% |
| YTD | +11.9% | -31.8% | +43.7% | +22.0% |
| 1Y | +12.0% | -29.2% | +41.2% | +20.5% |
| 3Y | +78.2% | -60.1% | +138.2% | +121.2% |
| 5Y | +73.2% | -63.7% | +137.0% | +102.5% |
| All | +73.2% | -63.2% | +136.5% | +102.5% |
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 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