+148.0%
ADBE vs BN
+263.5%
-115.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.1% | -1.8% |
| 7D | -12.9% | -5.9% | -7.1% | -10.3% |
| 30D | -5.6% | -15.1% | +9.4% | +2.3% |
| 3M | +6.6% | -14.6% | +21.2% | +15.1% |
| 6M | -9.6% | -8.4% | -1.1% | -6.5% |
| YTD | -28.9% | -16.8% | -12.1% | -23.2% |
| 1Y | -28.9% | -14.4% | -14.6% | -24.7% |
| 3Y | -55.6% | +70.1% | -125.7% | -68.5% |
| 5Y | -62.2% | +33.5% | -95.8% | -69.6% |
| All | +148.0% | +263.5% | -115.5% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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