+52.5%
V vs ADBE
-54.8%
+107.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.8% | -1.0% |
| 7D | -1.1% | -10.1% | +9.0% | +0.9% |
| 30D | +1.9% | -3.0% | +4.9% | +2.3% |
| 3M | +15.5% | +5.0% | +10.5% | +13.6% |
| 6M | +16.6% | -9.3% | +25.9% | +17.7% |
| YTD | +5.7% | -26.5% | +32.2% | +11.3% |
| 1Y | +8.6% | -28.3% | +36.8% | +14.6% |
| 3Y | +52.5% | -54.1% | +106.6% | +67.6% |
| All | +52.5% | -54.8% | +107.3% | +67.6% |
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