+137.3%
ADBE vs BWA
+94.2%
+43.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +1.6% | +4.3% | -2.7% | +0.5% |
| 30D | +1.0% | -13.0% | +14.0% | +4.1% |
| 3M | -10.1% | -24.8% | +14.7% | -4.5% |
| 6M | +3.0% | -23.5% | +26.5% | +7.8% |
| YTD | -30.5% | +13.8% | -44.4% | -36.4% |
| 1Y | -27.1% | +13.4% | -40.6% | -33.3% |
| 3Y | -58.8% | +62.8% | -121.6% | -67.1% |
| 5Y | -63.0% | +28.5% | -91.5% | -69.0% |
| All | +137.3% | +94.2% | +43.1% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling