-29.2%
ADBE vs B
+7.9%
-37.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.2% |
| 7D | -3.2% | -6.2% | +3.0% | -3.5% |
| 30D | +1.0% | -6.6% | +7.6% | +0.6% |
| 3M | -7.8% | -7.9% | +0.1% | -8.0% |
| 6M | -1.0% | -16.8% | +15.9% | -0.8% |
| YTD | -31.8% | -11.7% | -20.2% | -32.4% |
| 1Y | -29.2% | +3.5% | -32.7% | -30.8% |
| All | -29.2% | +7.9% | -37.1% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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