+3,313.2%
V vs ADBE
+600.7%
+2,712.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.6% | -3.8% | +4.4% | +2.2% |
| 30D | +9.7% | -2.3% | +12.0% | +10.5% |
| 3M | +17.3% | -13.3% | +30.6% | +23.2% |
| 6M | +33.2% | -6.5% | +39.7% | +33.7% |
| YTD | +21.3% | -32.4% | +53.7% | +38.0% |
| 1Y | +27.3% | -28.0% | +55.4% | +40.9% |
| 3Y | +76.1% | -60.4% | +136.4% | +138.7% |
| 5Y | +103.5% | -63.4% | +166.9% | +171.2% |
| 10Y | +454.5% | +127.4% | +327.0% | +207.3% |
| All | +3,313.2% | +600.7% | +2,712.5% | +1,055.3% |
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