+148.0%
ADBE vs BB
-0.1%
+148.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.9% |
| 7D | -12.9% | -2.1% | -10.8% | -12.6% |
| 30D | -5.6% | -16.0% | +10.4% | -3.0% |
| 3M | +6.6% | -14.5% | +21.1% | +7.6% |
| 6M | -9.6% | +118.6% | -128.1% | -23.6% |
| YTD | -28.9% | +98.9% | -127.8% | -38.9% |
| 1Y | -28.9% | +99.5% | -128.4% | -39.3% |
| 3Y | -55.6% | +65.4% | -120.9% | -62.8% |
| 5Y | -62.2% | -27.6% | -34.6% | -64.8% |
| All | +148.0% | -0.1% | +148.2% | +69.4% |
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