+21,346.7%
ADBE vs BDX
+5,237.1%
+16,109.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.3% |
| 7D | -8.9% | -3.6% | -5.4% | -7.7% |
| 30D | -6.6% | +0.7% | -7.3% | -6.9% |
| 3M | +7.1% | +19.0% | -11.8% | +0.8% |
| 6M | -9.8% | +10.8% | -20.5% | -13.2% |
| YTD | -27.2% | +20.1% | -47.3% | -32.3% |
| 1Y | -28.0% | +23.1% | -51.1% | -33.8% |
| 3Y | -54.5% | -8.8% | -45.7% | -54.4% |
| 5Y | -61.5% | -1.4% | -60.1% | -62.7% |
| 10Y | +156.4% | +60.5% | +95.9% | +106.4% |
| All | +21,346.7% | +5,237.1% | +16,109.6% | +4,046.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling