+151.4%
ADBE vs BDX
+59.3%
+92.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.0% |
| 7D | -5.4% | -3.2% | -2.2% | -4.0% |
| 30D | -2.5% | -2.5% | 0.0% | -1.4% |
| 3M | +15.3% | +21.4% | -6.1% | +6.2% |
| 6M | -7.8% | +10.4% | -18.3% | -11.9% |
| YTD | -27.9% | +18.8% | -46.8% | -33.8% |
| 1Y | -28.0% | +21.7% | -49.7% | -34.7% |
| 3Y | -55.3% | -10.0% | -45.4% | -54.5% |
| 5Y | -61.7% | -1.8% | -59.9% | -63.3% |
| All | +151.4% | +59.3% | +92.1% | +77.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling