+151.4%
ADBE vs BLK
+283.5%
-132.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.3% | +0.4% |
| 7D | -5.4% | -3.3% | -2.1% | -3.5% |
| 30D | -2.5% | -6.5% | +4.0% | +1.4% |
| 3M | +15.3% | +6.7% | +8.5% | +10.4% |
| 6M | -7.8% | +14.7% | -22.6% | -16.3% |
| YTD | -27.9% | +2.5% | -30.5% | -30.5% |
| 1Y | -28.0% | -2.8% | -25.3% | -28.5% |
| 3Y | -55.3% | +65.9% | -121.2% | -69.1% |
| 5Y | -61.7% | +33.0% | -94.7% | -70.0% |
| All | +151.4% | +283.5% | -132.1% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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