+20.7%
XLK vs ADBE
-25.8%
+46.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | 0.0% |
| 7D | -7.6% | -0.5% | -7.1% | -7.6% |
| 30D | -12.2% | +4.1% | -16.2% | -12.0% |
| 3M | -5.5% | -3.5% | -2.0% | -5.4% |
| 6M | +9.2% | -2.2% | +11.3% | +11.2% |
| YTD | +23.0% | -29.0% | +52.0% | +28.1% |
| 1Y | +20.7% | -25.9% | +46.6% | +24.5% |
| All | +20.7% | -25.8% | +46.5% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling