+22,327.1%
ADBE vs BEN
+4,913.3%
+17,413.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.5% | -10.3% | -8.2% |
| 7D | -8.6% | +0.2% | -8.8% | -8.8% |
| 30D | +2.8% | -0.5% | +3.3% | +2.8% |
| 3M | +3.1% | +9.7% | -6.6% | -1.6% |
| 6M | -2.4% | +33.9% | -36.3% | -15.2% |
| YTD | -23.9% | +49.0% | -72.8% | -36.9% |
| 1Y | -22.6% | +42.1% | -64.7% | -34.7% |
| 3Y | -52.7% | +51.9% | -104.6% | -62.8% |
| 5Y | -60.0% | +39.0% | -99.1% | -67.7% |
| 10Y | +157.3% | +57.9% | +99.5% | +75.4% |
| All | +22,327.1% | +4,913.3% | +17,413.8% | +3,017.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling