+1,227.8%
BE vs ADBE
-61.7%
+1,289.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -2.7% |
| 7D | +23.9% | -8.9% | +32.8% | +26.1% |
| 30D | +27.8% | -6.6% | +34.5% | +29.0% |
| 3M | +3.7% | +7.1% | -3.4% | -0.8% |
| 6M | +78.0% | -9.8% | +87.7% | +78.1% |
| YTD | +209.9% | -27.2% | +237.1% | +236.2% |
| 1Y | +389.6% | -28.0% | +417.6% | +427.8% |
| 3Y | +1,730.6% | -54.5% | +1,785.1% | +2,221.5% |
| 5Y | +1,227.8% | -61.5% | +1,289.3% | +1,664.7% |
| All | +1,227.8% | -61.7% | +1,289.5% | +1,664.7% |
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