-55.9%
ADBE vs BX
+22.1%
-78.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.5% | -1.6% |
| 7D | -12.9% | -8.9% | -4.0% | -10.6% |
| 30D | -5.6% | -14.8% | +9.1% | -1.3% |
| 3M | +6.6% | +6.9% | -0.3% | +4.6% |
| 6M | -9.6% | +16.3% | -25.8% | -13.6% |
| YTD | -28.9% | -16.1% | -12.8% | -25.8% |
| 1Y | -28.9% | -26.8% | -2.2% | -23.0% |
| All | -55.9% | +22.1% | -78.0% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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