-52.8%
ADBE vs BA
-4.9%
-48.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.8% | -7.6% | -6.8% |
| 7D | -8.6% | +1.2% | -9.7% | -8.7% |
| 30D | +2.8% | -11.6% | +14.4% | +3.9% |
| 3M | +3.1% | -2.4% | +5.5% | +3.2% |
| 6M | -2.4% | -6.6% | +4.2% | -2.1% |
| YTD | -23.9% | -2.2% | -21.6% | -24.1% |
| 1Y | -22.6% | -8.0% | -14.6% | -22.4% |
| All | -52.8% | -4.9% | -48.0% | -61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling