-59.6%
ADBE vs BA
-15.7%
-43.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.6% |
| 7D | -3.2% | -0.6% | -2.7% | -3.2% |
| 30D | +1.0% | -8.0% | +9.0% | +1.7% |
| 3M | -7.8% | -25.8% | +18.0% | -5.4% |
| 6M | -1.0% | -27.6% | +26.6% | +1.8% |
| YTD | -31.8% | -21.0% | -10.9% | -30.8% |
| 1Y | -29.2% | -12.3% | -17.0% | -29.2% |
| All | -59.6% | -15.7% | -43.9% | -62.4% |
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