+3,319.5%
V vs ADBE
+600.7%
+2,718.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.5% |
| 7D | +0.8% | -3.8% | +4.6% | +2.4% |
| 30D | +9.9% | -2.3% | +12.2% | +10.7% |
| 3M | +17.5% | -13.3% | +30.8% | +23.4% |
| 6M | +33.5% | -6.5% | +39.9% | +34.0% |
| YTD | +21.6% | -32.4% | +53.9% | +38.3% |
| 1Y | +27.6% | -28.0% | +55.6% | +41.2% |
| 3Y | +76.4% | -60.4% | +136.8% | +139.2% |
| 5Y | +103.8% | -63.4% | +167.3% | +171.7% |
| 10Y | +455.5% | +127.4% | +328.1% | +207.9% |
| All | +3,319.5% | +600.7% | +2,718.8% | +1,057.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling