-58.9%
ADBE vs BTSG
+389.4%
-448.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.2% |
| 7D | -5.4% | -3.3% | -2.1% | -5.0% |
| 30D | -2.5% | -1.6% | -0.9% | -2.4% |
| 3M | +15.3% | -6.9% | +22.2% | +15.2% |
| 6M | -7.8% | +42.1% | -49.9% | -14.4% |
| YTD | -27.9% | +56.8% | -84.8% | -34.3% |
| 1Y | -28.0% | +109.8% | -137.9% | -37.7% |
| All | -58.9% | +389.4% | -448.3% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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