-28.0%
ADBE vs BEN
+45.3%
-73.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -5.4% | -3.1% | -2.2% | -4.8% |
| 30D | -2.5% | +0.2% | -2.7% | -2.6% |
| 3M | +15.3% | +6.8% | +8.4% | +12.9% |
| 6M | -7.8% | +38.1% | -46.0% | -18.1% |
| YTD | -27.9% | +44.3% | -72.3% | -37.4% |
| 1Y | -28.0% | +42.6% | -70.6% | -38.4% |
| All | -28.0% | +45.3% | -73.4% | -38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling