+148.0%
ADBE vs NDAQ
+370.8%
-222.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | 0.0% | -0.9% |
| 7D | -12.9% | -6.8% | -6.1% | -8.9% |
| 30D | -5.6% | -3.2% | -2.5% | -3.6% |
| 3M | +6.6% | +6.5% | +0.1% | +2.4% |
| 6M | -9.6% | +5.7% | -15.3% | -12.9% |
| YTD | -28.9% | -4.6% | -24.3% | -27.2% |
| 1Y | -28.9% | -1.6% | -27.4% | -28.8% |
| 3Y | -55.6% | +86.4% | -142.0% | -71.4% |
| 5Y | -62.2% | +50.3% | -112.6% | -72.2% |
| All | +148.0% | +370.8% | -222.8% | -0.1% |
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