-63.4%
ADBE vs NDAQ
+68.2%
-131.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.1% |
| 7D | -3.8% | +2.9% | -6.7% | -5.6% |
| 30D | -2.3% | +17.5% | -19.8% | -11.9% |
| 3M | -13.3% | +15.4% | -28.7% | -20.8% |
| 6M | -6.5% | +24.6% | -31.1% | -18.6% |
| YTD | -32.4% | +14.4% | -46.8% | -38.3% |
| 1Y | -28.0% | +26.9% | -55.0% | -38.5% |
| 3Y | -60.4% | +119.8% | -180.2% | -77.4% |
| 5Y | -63.4% | +70.5% | -133.9% | -74.9% |
| All | -63.4% | +68.2% | -131.7% | -74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling