+891.0%
XLV vs ADBE
+4,578.2%
-3,687.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.1% |
| 7D | -4.4% | -12.9% | +8.5% | -1.8% |
| 30D | -1.4% | -5.6% | +4.2% | -0.4% |
| 3M | +8.9% | +6.6% | +2.2% | +6.9% |
| 6M | +9.1% | -9.6% | +18.7% | +10.0% |
| YTD | +7.9% | -28.9% | +36.8% | +13.8% |
| 1Y | +22.7% | -28.9% | +51.7% | +29.2% |
| 3Y | +31.9% | -55.6% | +87.5% | +48.9% |
| 5Y | +34.9% | -62.2% | +97.1% | +53.0% |
| 10Y | +173.9% | +150.4% | +23.5% | +111.2% |
| All | +891.0% | +4,578.2% | -3,687.2% | +288.7% |
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