-62.2%
ADBE vs FND
-62.8%
+0.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.0% |
| 7D | -12.9% | -5.1% | -7.8% | -11.8% |
| 30D | -5.6% | -22.5% | +16.9% | +0.6% |
| 3M | +6.6% | -5.0% | +11.6% | +6.8% |
| 6M | -9.6% | -21.5% | +12.0% | -5.4% |
| YTD | -28.9% | -23.0% | -5.9% | -26.0% |
| 1Y | -28.9% | -44.9% | +16.0% | -18.5% |
| 3Y | -55.6% | -50.0% | -5.6% | -51.8% |
| 5Y | -62.2% | -63.3% | +1.1% | -53.8% |
| All | -62.2% | -62.8% | +0.6% | -53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling