-59.8%
ADBE vs BN
+102.0%
-161.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | -4.4% | -2.4% | -2.0% | -3.6% |
| 30D | -0.2% | +13.5% | -13.7% | -4.8% |
| 3M | -9.9% | -5.9% | -4.0% | -8.2% |
| 6M | -3.5% | -8.9% | +5.5% | -0.9% |
| YTD | -32.1% | -7.9% | -24.2% | -30.9% |
| 1Y | -28.7% | -8.3% | -20.4% | -27.5% |
| All | -59.8% | +102.0% | -161.7% | -67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling