+1,477.5%
XLK vs ADBE
+4,691.6%
-3,214.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | +2.3% | -8.9% | +11.2% | +5.9% |
| 30D | +0.8% | -6.6% | +7.5% | +3.1% |
| 3M | +4.1% | +7.1% | -3.1% | -1.0% |
| 6M | +34.8% | -9.8% | +44.5% | +35.8% |
| YTD | +30.8% | -27.2% | +58.0% | +42.8% |
| 1Y | +42.4% | -28.0% | +70.4% | +55.3% |
| 3Y | +121.8% | -54.5% | +176.3% | +181.7% |
| 5Y | +146.6% | -61.5% | +208.1% | +226.1% |
| 10Y | +804.3% | +156.4% | +647.8% | +475.4% |
| All | +1,477.5% | +4,691.6% | -3,214.0% | +219.4% |
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