-22.6%
ADBE vs BDX
+27.3%
-49.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.2% |
| 7D | -8.6% | -2.5% | -6.1% | -7.8% |
| 30D | +2.8% | +8.3% | -5.5% | +0.1% |
| 3M | +3.1% | +24.4% | -21.3% | -3.0% |
| 6M | -2.4% | +9.2% | -11.6% | -7.4% |
| YTD | -23.9% | +22.7% | -46.6% | -30.0% |
| 1Y | -22.6% | +25.9% | -48.5% | -29.6% |
| All | -22.6% | +27.3% | -49.9% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling