+498.3%
ADBE vs BND
+76.6%
+421.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -10.1% | +0.1% | -10.2% | -10.1% |
| 30D | -3.0% | -0.4% | -2.6% | -3.0% |
| 3M | +5.0% | -0.2% | +5.2% | +5.0% |
| 6M | -9.3% | -1.2% | -8.1% | -9.2% |
| YTD | -26.5% | -0.3% | -26.2% | -26.5% |
| 1Y | -28.3% | +0.4% | -28.7% | -28.3% |
| 3Y | -54.1% | +13.4% | -67.5% | -54.5% |
| 5Y | -61.2% | -1.5% | -59.7% | -63.0% |
| 10Y | +152.5% | +15.5% | +137.1% | +167.0% |
| All | +498.3% | +76.6% | +421.7% | +726.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling