+129.2%
ADBE vs FN
+850.1%
-720.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.9% | -5.5% | -0.4% |
| 7D | -4.4% | +8.0% | -12.4% | -5.8% |
| 30D | -0.2% | -19.1% | +18.9% | +1.9% |
| 3M | -9.9% | -29.8% | +19.9% | -7.0% |
| 6M | -3.5% | -43.2% | +39.7% | +1.0% |
| YTD | -32.1% | -18.9% | -13.2% | -36.2% |
| 1Y | -28.7% | -17.9% | -10.8% | -33.8% |
| 3Y | -60.2% | +120.1% | -180.3% | -74.2% |
| 5Y | -63.1% | +206.7% | -269.7% | -79.3% |
| 10Y | +129.2% | +804.7% | -675.5% | -6.7% |
| All | +129.2% | +850.1% | -720.9% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling