-60.9%
ADBE vs NEM
+155.2%
-216.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.4% |
| 7D | -5.4% | -1.0% | -4.4% | -5.3% |
| 30D | -2.5% | +7.8% | -10.4% | -2.7% |
| 3M | +15.3% | +30.2% | -14.9% | +14.6% |
| 6M | -7.8% | +9.6% | -17.5% | -7.9% |
| YTD | -27.9% | +27.8% | -55.8% | -28.8% |
| 1Y | -28.0% | +60.7% | -88.7% | -30.2% |
| 3Y | -55.3% | +245.3% | -300.6% | -60.0% |
| All | -60.9% | +155.2% | -216.1% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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