+151.4%
ADBE vs BNY
+416.3%
-264.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.4% |
| 7D | -5.4% | -1.3% | -4.0% | -4.9% |
| 30D | -2.5% | -0.2% | -2.4% | -2.6% |
| 3M | +15.3% | +14.9% | +0.3% | +8.7% |
| 6M | -7.8% | +40.0% | -47.8% | -19.6% |
| YTD | -27.9% | +42.0% | -69.9% | -37.8% |
| 1Y | -28.0% | +56.9% | -84.9% | -40.3% |
| 3Y | -55.3% | +289.9% | -345.2% | -74.3% |
| 5Y | -61.7% | +259.2% | -320.9% | -77.7% |
| All | +151.4% | +416.3% | -264.9% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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