-61.5%
ADBE vs BN
+33.2%
-94.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | 0.0% |
| 7D | -8.9% | -3.0% | -5.9% | -7.5% |
| 30D | -6.6% | -13.0% | +6.4% | +0.2% |
| 3M | +7.1% | -15.2% | +22.4% | +16.3% |
| 6M | -9.8% | -5.9% | -3.8% | -8.1% |
| YTD | -27.2% | -15.8% | -11.4% | -21.7% |
| 1Y | -28.0% | -12.2% | -15.8% | -24.7% |
| 3Y | -54.5% | +72.2% | -126.7% | -69.8% |
| 5Y | -61.5% | +33.2% | -94.7% | -68.9% |
| All | -61.5% | +33.2% | -94.7% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling