+788.5%
XLK vs ADBE
+154.3%
+634.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | 0.0% | +0.7% |
| 7D | +0.2% | -5.4% | +5.6% | +2.7% |
| 30D | -0.6% | -2.5% | +1.9% | 0.0% |
| 3M | +2.6% | +15.3% | -12.7% | -6.8% |
| 6M | +34.0% | -7.8% | +41.8% | +34.0% |
| YTD | +30.7% | -27.9% | +58.6% | +47.4% |
| 1Y | +39.2% | -28.0% | +67.2% | +56.0% |
| 3Y | +120.4% | -55.3% | +175.7% | +202.2% |
| 5Y | +148.8% | -61.7% | +210.5% | +256.3% |
| All | +788.5% | +154.3% | +634.2% | +396.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling