+148.0%
ADBE vs BWA
+153.1%
-5.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.0% | -2.5% |
| 7D | -12.9% | -0.1% | -12.9% | -13.0% |
| 30D | -5.6% | -5.5% | -0.2% | -4.6% |
| 3M | +6.6% | -7.6% | +14.2% | +7.9% |
| 6M | -9.6% | +25.0% | -34.5% | -16.5% |
| YTD | -28.9% | +47.0% | -75.9% | -38.4% |
| 1Y | -28.9% | +54.0% | -82.9% | -39.4% |
| 3Y | -55.6% | +70.7% | -126.3% | -64.3% |
| 5Y | -62.2% | +86.7% | -148.9% | -71.1% |
| All | +148.0% | +153.1% | -5.0% | +64.7% |
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