+72.9%
BAC vs ADBE
-61.0%
+133.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | +0.1% |
| 7D | +1.2% | -10.1% | +11.2% | +3.0% |
| 30D | -0.7% | -3.0% | +2.3% | -0.5% |
| 3M | +16.9% | +5.0% | +11.9% | +15.1% |
| 6M | +29.6% | -9.3% | +38.9% | +30.7% |
| YTD | +15.3% | -26.5% | +41.8% | +21.1% |
| 1Y | +28.8% | -28.3% | +57.1% | +35.8% |
| 3Y | +136.4% | -54.1% | +190.5% | +165.3% |
| 5Y | +72.9% | -61.2% | +134.1% | +78.2% |
| All | +72.9% | -61.0% | +133.9% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 5y: compounded portfolio wealth divided by compounded ADBE 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…
5y analysis · Full analysis span regression · 6 months rolling