+103.5%
V vs ADBE
-64.3%
+167.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.6% | -3.8% | +4.4% | +1.7% |
| 30D | +9.7% | -2.3% | +12.0% | +10.3% |
| 3M | +17.3% | -13.3% | +30.6% | +21.2% |
| 6M | +33.2% | -6.5% | +39.7% | +33.8% |
| YTD | +21.3% | -32.4% | +53.7% | +32.7% |
| 1Y | +27.3% | -28.0% | +55.4% | +36.8% |
| 3Y | +76.1% | -60.4% | +136.4% | +117.3% |
| 5Y | +103.5% | -63.4% | +166.9% | +131.6% |
| All | +103.5% | -64.3% | +167.8% | +131.6% |
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 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