+518.1%
BE vs ADBE
-63.4%
+581.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.4% | +12.6% | +12.9% |
| 7D | +4.5% | -4.4% | +8.9% | +5.3% |
| 30D | -20.1% | -0.2% | -19.9% | -20.4% |
| 3M | -0.8% | -9.9% | +9.1% | 0.0% |
| 6M | -26.2% | -3.5% | -22.7% | -28.7% |
| YTD | +141.1% | -32.1% | +173.2% | +163.7% |
| 1Y | +64.8% | -28.7% | +93.5% | +75.6% |
| 3Y | +1,887.4% | -60.2% | +1,947.6% | +2,592.7% |
| 5Y | +518.1% | -63.1% | +581.1% | +701.2% |
| All | +518.1% | -63.4% | +581.5% | +701.2% |
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