-55.3%
ADBE vs BR
-5.3%
-50.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.6% |
| 7D | -5.4% | -3.0% | -2.4% | -3.5% |
| 30D | -2.5% | -0.3% | -2.2% | -2.0% |
| 3M | +15.3% | +17.3% | -2.0% | +4.9% |
| 6M | -7.8% | -6.7% | -1.1% | -5.2% |
| YTD | -27.9% | -23.4% | -4.5% | -18.1% |
| 1Y | -28.0% | -32.7% | +4.6% | -12.9% |
| 3Y | -55.3% | -5.9% | -49.4% | -55.2% |
| All | -55.3% | -5.3% | -50.0% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 3y: compounded portfolio wealth divided by compounded BR 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…
3y analysis · Full analysis span regression · 6 months rolling