+64.2%
T vs ADBE
-61.7%
+125.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.7% |
| 7D | -3.1% | -8.9% | +5.8% | -2.7% |
| 30D | +4.6% | -6.6% | +11.2% | +4.8% |
| 3M | +12.2% | +7.1% | +5.1% | +11.7% |
| 6M | -6.5% | -9.8% | +3.3% | -6.3% |
| YTD | +4.9% | -27.2% | +32.1% | +6.0% |
| 1Y | -10.5% | -28.0% | +17.5% | -9.5% |
| 3Y | +104.6% | -54.5% | +159.1% | +109.2% |
| 5Y | +64.2% | -61.5% | +125.7% | +51.7% |
| All | +64.2% | -61.7% | +125.9% | +51.7% |
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