+26.9%
XLV vs ADBE
-22.1%
+49.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.7% | -0.5% |
| 7D | +0.2% | -8.6% | +8.7% | +0.9% |
| 30D | +4.4% | +2.8% | +1.7% | +4.1% |
| 3M | +13.2% | +3.1% | +10.1% | +11.8% |
| 6M | +10.1% | -2.4% | +12.5% | +9.3% |
| YTD | +11.7% | -23.9% | +35.6% | +13.4% |
| 1Y | +26.9% | -22.6% | +49.5% | +28.4% |
| All | +26.9% | -22.1% | +49.1% | +28.4% |
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 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