+137.3%
ADBE vs BB
+21.8%
+115.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.3% |
| 7D | +1.6% | +1.8% | -0.3% | +1.2% |
| 30D | +1.0% | +8.1% | -7.1% | -0.9% |
| 3M | -10.1% | -1.0% | -9.1% | -10.9% |
| 6M | +3.0% | +45.9% | -42.9% | -6.5% |
| YTD | -30.5% | +134.8% | -165.4% | -42.4% |
| 1Y | -27.1% | +104.6% | -131.7% | -38.3% |
| 3Y | -58.8% | +152.8% | -211.7% | -68.1% |
| 5Y | -63.0% | -17.4% | -45.6% | -66.5% |
| All | +137.3% | +21.8% | +115.6% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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