+70.3%
T vs ADBE
+154.3%
-84.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.9% |
| 7D | +1.5% | -5.4% | +6.8% | +2.1% |
| 30D | +7.5% | -2.5% | +10.0% | +7.7% |
| 3M | +14.8% | +15.3% | -0.5% | +12.8% |
| 6M | -1.7% | -7.8% | +6.1% | -1.5% |
| YTD | +8.7% | -27.9% | +36.6% | +12.0% |
| 1Y | -7.5% | -28.0% | +20.6% | -4.7% |
| 3Y | +110.2% | -55.3% | +165.6% | +125.4% |
| 5Y | +71.6% | -61.7% | +133.4% | +83.9% |
| All | +70.3% | +154.3% | -84.1% | +29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling