-54.1%
ADBE vs BWA
+72.9%
-127.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -3.4% |
| 7D | -10.1% | +4.3% | -14.4% | -10.2% |
| 30D | -3.0% | -2.9% | -0.1% | -2.9% |
| 3M | +5.0% | -12.4% | +17.4% | +6.0% |
| 6M | -9.3% | +28.6% | -37.9% | -12.2% |
| YTD | -26.5% | +48.2% | -74.7% | -31.3% |
| 1Y | -28.3% | +50.9% | -79.2% | -33.3% |
| 3Y | -54.1% | +72.2% | -126.2% | -60.4% |
| All | -54.1% | +72.9% | -127.0% | -60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling