-60.9%
ADBE vs BNY
+256.6%
-317.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.3% |
| 7D | -5.4% | -1.3% | -4.0% | -4.8% |
| 30D | -2.5% | -0.2% | -2.4% | -2.6% |
| 3M | +15.3% | +14.9% | +0.3% | +7.9% |
| 6M | -7.8% | +40.0% | -47.8% | -21.4% |
| YTD | -27.9% | +42.0% | -69.9% | -39.3% |
| 1Y | -28.0% | +56.9% | -84.9% | -42.3% |
| 3Y | -55.3% | +289.9% | -345.2% | -77.5% |
| All | -60.9% | +256.6% | -317.5% | -80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling