+494.6%
ADBE vs BR
+1,281.7%
-787.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -8.9% | -5.0% | -3.9% | -5.8% |
| 30D | -6.6% | -2.5% | -4.2% | -4.9% |
| 3M | +7.1% | +13.5% | -6.4% | -0.6% |
| 6M | -9.8% | -9.4% | -0.4% | -3.8% |
| YTD | -27.2% | -23.3% | -3.9% | -14.4% |
| 1Y | -28.0% | -31.6% | +3.6% | -9.2% |
| 3Y | -54.5% | -5.1% | -49.4% | -53.9% |
| 5Y | -61.5% | +8.2% | -69.7% | -64.2% |
| 10Y | +156.4% | +189.8% | -33.4% | +31.6% |
| All | +494.6% | +1,281.7% | -787.1% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling