-61.5%
ADBE vs BB
-25.5%
-36.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | -8.9% | +1.8% | -10.7% | -9.2% |
| 30D | -6.6% | -12.2% | +5.6% | -4.5% |
| 3M | +7.1% | -12.3% | +19.5% | +7.5% |
| 6M | -9.8% | +122.7% | -132.5% | -27.5% |
| YTD | -27.2% | +104.5% | -131.7% | -40.3% |
| 1Y | -28.0% | +106.7% | -134.7% | -41.7% |
| 3Y | -54.5% | +70.0% | -124.5% | -63.6% |
| 5Y | -61.5% | -27.8% | -33.7% | -62.6% |
| All | -61.5% | -25.5% | -36.0% | -62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling