+137.3%
ADBE vs BEN
+58.7%
+78.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | +1.6% | +6.8% | -5.2% | -0.7% |
| 30D | +1.0% | +18.0% | -17.0% | -4.7% |
| 3M | -10.1% | +7.5% | -17.6% | -12.7% |
| 6M | +3.0% | +14.7% | -11.7% | -2.7% |
| YTD | -30.5% | +56.1% | -86.6% | -41.3% |
| 1Y | -27.1% | +69.6% | -96.7% | -40.2% |
| 3Y | -58.8% | +87.7% | -146.5% | -68.5% |
| 5Y | -63.0% | +28.6% | -91.7% | -68.4% |
| All | +137.3% | +58.7% | +78.6% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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