-62.2%
ADBE vs BND
-2.6%
-59.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -1.8% |
| 7D | -12.9% | -0.9% | -12.0% | -12.3% |
| 30D | -5.6% | -1.0% | -4.7% | -4.9% |
| 3M | +6.6% | -1.2% | +7.9% | +7.7% |
| 6M | -9.6% | -2.0% | -7.6% | -8.1% |
| YTD | -28.9% | -1.2% | -27.7% | -28.2% |
| 1Y | -28.9% | -0.5% | -28.5% | -28.7% |
| 3Y | -55.6% | +12.4% | -68.0% | -60.6% |
| 5Y | -62.2% | -2.5% | -59.8% | -65.1% |
| All | -62.2% | -2.6% | -59.7% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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