+7,222.9%
ADBE vs BWA
+2,626.5%
+4,596.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.1% |
| 7D | -4.4% | +1.7% | -6.1% | -5.1% |
| 30D | -0.2% | -14.6% | +14.4% | +4.7% |
| 3M | -9.9% | -26.2% | +16.3% | -1.3% |
| 6M | -3.5% | -18.4% | +14.9% | +0.5% |
| YTD | -32.1% | +14.7% | -46.8% | -38.7% |
| 1Y | -28.7% | +13.3% | -42.0% | -35.4% |
| 3Y | -60.2% | +64.7% | -124.9% | -69.4% |
| 5Y | -63.1% | +32.2% | -95.2% | -69.9% |
| 10Y | +129.2% | +96.8% | +32.4% | +46.5% |
| All | +7,222.9% | +2,626.5% | +4,596.4% | +1,756.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling