-61.4%
ADBE vs BTG
+77.4%
-138.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.5% | -2.2% |
| 7D | -12.9% | -5.5% | -7.5% | -12.6% |
| 30D | -5.6% | +6.1% | -11.7% | -6.0% |
| 3M | +6.6% | +38.6% | -32.0% | +4.5% |
| 6M | -9.6% | +0.7% | -10.2% | -9.8% |
| YTD | -28.9% | +20.3% | -49.2% | -30.4% |
| 1Y | -28.9% | +25.0% | -54.0% | -31.1% |
| 3Y | -55.6% | +97.3% | -152.9% | -59.8% |
| All | -61.4% | +77.4% | -138.8% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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