+145.5%
XLK vs ADBE
-62.5%
+207.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.6% |
| 7D | -0.4% | -12.9% | +12.5% | +4.5% |
| 30D | -0.5% | -5.6% | +5.2% | +1.2% |
| 3M | +5.0% | +6.6% | -1.6% | +0.3% |
| 6M | +32.9% | -9.6% | +42.4% | +34.6% |
| YTD | +29.0% | -28.9% | +57.9% | +44.5% |
| 1Y | +37.8% | -28.9% | +66.8% | +53.6% |
| 3Y | +118.7% | -55.6% | +174.3% | +189.5% |
| All | +145.5% | -62.5% | +207.9% | +220.1% |
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