-28.0%
ADBE vs BDX
+22.7%
-50.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.1% |
| 7D | -5.4% | -3.2% | -2.2% | -4.3% |
| 30D | -2.5% | -2.5% | 0.0% | -1.7% |
| 3M | +15.3% | +21.4% | -6.1% | +9.6% |
| 6M | -7.8% | +10.4% | -18.3% | -11.7% |
| YTD | -27.9% | +18.8% | -46.8% | -33.0% |
| 1Y | -28.0% | +21.7% | -49.7% | -33.8% |
| All | -28.0% | +22.7% | -50.8% | -33.8% |
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