+120.2%
ADBE vs BA
+33.2%
+87.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.0% |
| 7D | -4.4% | +1.1% | -5.4% | -4.6% |
| 30D | +2.8% | -7.9% | +10.7% | +4.7% |
| 3M | -8.0% | -25.3% | +17.3% | -1.7% |
| 6M | -4.3% | -24.6% | +20.2% | +1.4% |
| YTD | -31.6% | -20.1% | -11.5% | -29.0% |
| 1Y | -26.9% | -11.8% | -15.1% | -26.1% |
| 3Y | -57.7% | -10.1% | -47.5% | -58.9% |
| 5Y | -63.9% | -22.7% | -41.1% | -64.4% |
| All | +120.2% | +33.2% | +87.0% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling