+89.1%
ADBE vs FND
+56.5%
+32.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.1% |
| 7D | -5.4% | -5.8% | +0.4% | -3.9% |
| 30D | -2.5% | -20.2% | +17.7% | +3.0% |
| 3M | +15.3% | -12.0% | +27.2% | +18.1% |
| 6M | -7.8% | -18.5% | +10.7% | -4.9% |
| YTD | -27.9% | -22.3% | -5.7% | -25.3% |
| 1Y | -28.0% | -47.6% | +19.6% | -17.3% |
| 3Y | -55.3% | -49.8% | -5.6% | -51.0% |
| 5Y | -61.7% | -63.0% | +1.2% | -56.2% |
| All | +89.1% | +56.5% | +32.6% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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