+35.5%
XLV vs ADBE
-62.0%
+97.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.4% |
| 7D | -3.6% | -5.4% | +1.8% | -2.8% |
| 30D | -1.8% | -2.5% | +0.7% | -1.6% |
| 3M | +7.8% | +15.3% | -7.5% | +5.2% |
| 6M | +9.1% | -7.8% | +17.0% | +9.6% |
| YTD | +7.7% | -27.9% | +35.7% | +12.2% |
| 1Y | +20.4% | -28.0% | +48.5% | +25.3% |
| 3Y | +30.8% | -55.3% | +86.1% | +43.7% |
| All | +35.5% | -62.0% | +97.4% | +44.6% |
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