+108.2%
T vs ADBE
-54.8%
+163.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | -0.3% |
| 7D | -1.5% | -10.1% | +8.5% | -1.4% |
| 30D | +7.6% | -3.0% | +10.6% | +7.7% |
| 3M | +15.3% | +5.0% | +10.3% | +15.0% |
| 6M | -8.5% | -9.3% | +0.8% | -8.6% |
| YTD | +6.8% | -26.5% | +33.3% | +6.9% |
| 1Y | -7.2% | -28.3% | +21.0% | -7.1% |
| 3Y | +108.2% | -54.1% | +162.3% | +102.4% |
| All | +108.2% | -54.8% | +163.0% | +102.4% |
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 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