-62.2%
ADBE vs BTDR
+16.5%
-78.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.5% | +4.1% | -2.3% |
| 7D | -12.9% | -3.2% | -9.7% | -12.9% |
| 30D | -5.6% | +32.7% | -38.3% | -6.0% |
| 3M | +6.6% | -28.4% | +35.0% | +7.1% |
| 6M | -9.6% | +51.7% | -61.3% | -11.2% |
| YTD | -28.9% | +2.9% | -31.8% | -29.6% |
| 1Y | -28.9% | -15.5% | -13.5% | -29.8% |
| 3Y | -55.6% | 0.0% | -55.6% | -57.4% |
| 5Y | -62.2% | +16.5% | -78.7% | -66.1% |
| All | -62.2% | +16.5% | -78.7% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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