+137.3%
ADBE vs NDAQ
+471.8%
-334.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +1.6% | +1.3% | +0.3% | +0.7% |
| 30D | +1.0% | +18.0% | -17.0% | -9.1% |
| 3M | -10.1% | +11.5% | -21.7% | -16.2% |
| 6M | +3.0% | +21.1% | -18.1% | -8.9% |
| YTD | -30.5% | +12.8% | -43.4% | -36.1% |
| 1Y | -27.1% | +25.7% | -52.8% | -37.5% |
| 3Y | -58.8% | +116.8% | -175.6% | -75.9% |
| 5Y | -63.0% | +67.3% | -130.3% | -74.6% |
| All | +137.3% | +471.8% | -334.4% | -19.4% |
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