+74.5%
UBER vs ADBE
-9.0%
+83.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.4% | +3.3% |
| 7D | -4.5% | -12.9% | +8.4% | +2.1% |
| 30D | -7.6% | -5.6% | -2.0% | -5.5% |
| 3M | +5.8% | +6.6% | -0.9% | +0.7% |
| 6M | +0.3% | -9.6% | +9.8% | +2.6% |
| YTD | -11.2% | -28.9% | +17.7% | +2.5% |
| 1Y | -23.0% | -28.9% | +6.0% | -11.7% |
| 3Y | +53.6% | -55.6% | +109.2% | +114.0% |
| 5Y | +81.9% | -62.2% | +144.1% | +168.6% |
| All | +74.5% | -9.0% | +83.6% | +40.0% |
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