+129.2%
ADBE vs NDAQ
+475.0%
-345.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -4.4% | 0.0% | -4.4% | -4.4% |
| 30D | -0.2% | +16.3% | -16.5% | -9.4% |
| 3M | -9.9% | +15.8% | -25.7% | -17.9% |
| 6M | -3.5% | +24.8% | -28.3% | -16.3% |
| YTD | -32.1% | +14.1% | -46.2% | -38.0% |
| 1Y | -28.7% | +26.5% | -55.2% | -39.1% |
| 3Y | -60.2% | +119.1% | -179.4% | -76.8% |
| 5Y | -63.1% | +70.9% | -134.0% | -74.9% |
| 10Y | +129.2% | +479.7% | -350.5% | -21.6% |
| All | +129.2% | +475.0% | -345.9% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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